Webinar: Finding long and short ideas in a richly valued US market

With the S&P 500 trading at historic valuation highs, dislocation in the US means some parts of the market look highly attractive and others highly risky. This is creating a range of opportunities for the long/short strategy of the Artemis US Extended Alpha Fund.

Adrian Brass

On the webinar, Adrian Brass, manager of Artemis US Extended Alpha, discusses:  

  • The favourable macro backdrop
  • The impact of Trump 2.0
  • Benefits of the 130/30 strategy
  • Current themes and positioning in the portfolio

Date recorded: Thursday 27 February

Watch the replay

Further reading:

Adrian Brass

Manages:

‘US Extended Alpha’ long/short strategy

Adrian manages Artemis’ ‘US Extended Alpha’ long/short strategy

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