Artemis US Select Fund

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Mid price
160.13p

Historic yield
0.32%

As at
25 May 2017

ISIN
GB00BMMV5105

The Artemis US Select Fund aims to deliver long-term capital growth by investing in a relatively small portfolio of the ‘best ideas’ generated by Artemis’ US equity team.

  • ‘Best ideas’: manager Cormac Weldon has the flexibility to invest in stocks wherever he finds opportunity. The fund typically holds 40 to 60 companies and bears little relation to its index, the S&P 500 stockmarket. Some holdings will be in smaller or less mature companies which the manager believes to have superior long-term growth potential.
  • Potential for growth: position sizes reflect a stock’s upside potential and downside risks rather than its stockmarket index weighting, maximising exposure to growth potential.
  • Flexible approach: the fund adopts a flexible approach to stock-picking, changing focus as the economic and market cycle change with the aim of delivering returns in different conditions
  • An eye on risk: the manager pays as much attention to evaluating potential financial, market and economic risks as he does to investment opportunity.
  • A highly-respected team: the Artemis US equity team has been working together for many years. It has built a reputation for its flexible and pragmatic investment approach. Collectively, the members have around 80 years’ experience. Lead manager Cormac Weldon has over 20 years’ experience and has successfully invested in many market cycles.

Cormac Weldon

Introducing the Artemis US Select Fund

Cormac Weldon explains how he manages the US Select Fund.

Fund managers

Cormac Weldon

Cormac Weldon

Since launch

Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch.

Key facts