Artemis US Extended Alpha Fund

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Mid price
261.43p

Historic yield
0.02%

As at
21 Feb 2020

ISIN
GB00BMMV5G59

The Artemis US Extended Alpha Fund is a ‘long/short’ fund. Designed to outperform the American S&P 500 stockmarket index, it combines a traditional portfolio of around 70-120 ‘long’ US stocks (where the manager expects a company’s share price to rise) with a portfolio of 60-120 ‘short’ positions (where he aims to make money from an anticipated fall in a share’s price. A short position is the sale of an asset which the fund does not physically own with the aim of buying it later to secure a profit. The fund uses derivatives to achieve a short position synthetically).

  • Flexible approach: manager William Warren takes a flexible, pragmatic approach to stock-picking, adapting the fund's investment style with the goal of outperforming the index across the economic and market cycle.
  • Macro aware: rigorous analysis looks to understand the long-term trends and economic conditions that are shaping the US economy, identifying areas benefiting from supportive trends as well as those for whom conditions are less favourable.
  • Strong risk awareness:  analysis of return-versus-risk (known as ‘up/down’) is part of the investment process and seeks to identify companies that offer an attractive risk profile across a range of scenarios. Each one of the fund’s positions looks to ensure its upside potential significantly outweighs its downside risks.
  • A renowned US equity 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.
RSM rated fund
Third party endorsements are not a recommendation to buy. For information, visit artemisfunds.com/endorsements.

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Investment team

William Warren

William Warren

Fund manager

William has co-managed Artemis’ two US long/short strategies since launch in 2014, and has been the sole manager of these strategies since October 2019.

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Key facts

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