Webinar: Are US small caps set to benefit from the Trump presidency?

The uncertainty of the US election result is behind us but what next? Join Cormac Weldon and Olivia Micklem as they discuss their approach to running the ‘high-conviction’ Artemis US Select and US Smaller Companies funds.

Cormac Weldon

The managers discuss why they are particularly positive on US small caps, the themes they are expressing in the portfolios, as well as the impact that Trump’s 2nd term could have on the economy and markets. 

The team’s stock-picking has delivered returns across the market cycle with both funds reaching their 10-year milestones this year and both first quartile since launch.*

Date recorded: Tuesday 26 November 2024

Watch the replay

Catch up with our fund managers’ latest insights:

Read: Hiding in plain sight – US smaller companies

Watch: US post-election briefing

*Source: Artemis and Lipper as at 31 October 2024. 

Cormac Weldon

Manages:

US equity strategy

Cormac has managed Artemis’ US equity strategies since launch.

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Olivia Micklem

Manages:

‘US Smaller Companies’ strategy

Olivia co-manages Artemis’ ‘US Smaller Companies’ strategy

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