Artemis US Select Fund

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Mid price
226.56p

Historic yield
0.25%

As at
15 Oct 2019

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.
Morningstar Bronze
RSM rated fund
Square Mile A
Third party endorsements are not a recommendation to buy. For information, visit artemisfunds.com/endorsements.

Cormac Weldon

Introducing the Artemis US Select Fund

Cormac Weldon explains how he manages the US Select Fund.

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Investment team

Cormac Weldon

Cormac Weldon

Fund manager, since launch

Cormac is head of the US team and has managed Artemis’ US Equity, US Select and US Smaller Companies (Oeic and Sicav) funds since launch.

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Key facts

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