Artemis UK Special Situations Fund

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Bid price
618.85p

Offer price
629.80p

Historic yield
2.18%

As at
20 Sep 2017

ISIN
GB00B2PLJQ03

The Artemis UK Special Situations Fund aims to achieve superior long-term growth by looking for unrecognised growth potential in companies, often those that are unloved or out-of-favour.

  • Unrecognised opportunities: ‘special situations’ are companies that are in recovery, need re-financing or are suffering from investor indifference. The managers view ‘problem investments’ as potential opportunities and look for hidden value. They often have the potential to deliver significant capital growth.
  • Favours smaller and medium-sized companies: because these companies are often under-researched by the broader investment community, detailed research in this area of the market can identify growth opportunities and valuation anomalies.
  • Meeting management: personal knowledge of management teams aids the managers’ understanding of what might be achieved by the companies in which they invest. A direct match of the interests of company management and its shareholders is an important consideration.
  • Flexible approach: the managers are free to invest across the range of company sizes, allowing them to select only those stocks which they feel offer strong capital growth potential. The fund typically holds 60-70 stocks.
  • Experienced team: managers Derek Stuart and Andy Gray have many years’ investment experience between them. Derek is a co-founder of Artemis and has managed the fund since its launch in March 2000.

Derek Stuart

Introducing the Artemis UK Special Situations Fund

Derek Stuart explains how he and fellow manager Andy Gray manage the UK Special Situations Fund.

Fund managers

Derek Stuart

Derek Stuart

Since launch

Derek manages the Artemis UK Special Situations Fund, which he launched in March 2000.

Andy Gray

Andy Gray

Since January 2014

Andy works alongside Derek Stuart managing the Artemis UK Special Situations Fund.

Key facts