Artemis US Smaller Companies Fund I Acc GBP

US Equities

Rated Fund 2015-2018. Looks to discover potential before others do

This is a relatively new fund, having been launched in 2014. But its manager since then, Cormac Weldon, is an old hand with a good track record, so we are expecting good long-term results from this fund. Whitechurch Securities started using this fund for clients in early 2017 and points to Weldon's 'excellent long-term track record of delivering performance throughout different market cycles'.With this fund, he invests in small companies of up to �10 billion in size, typically holding around 50 to 70 stocks selected from an investment universe of more than 2,000. His aim is to give investors exposure to the best of America's innovative, entrepreneurial and fast-growing small companies. Because smaller companies receive less attention from analysts than their larger peers, there is scope for experienced investors such as Weldon to discover their potential before others do.He and his team start by looking at the overall US economy to identify areas of the market that are benefiting from thematic trends, such as the policies of the Trump administration, as well as those where conditions may not be favourable. They also utilise external research and their own analysis and attend company meetings.Once a stock has been identified as worthy of closer inspection, in-depth, bottom-up analysis and financial modelling are used to develop and test the investment case. While the collective research efforts of the Artemis US equity team support the fund, its final composition is Weldon's responsibility.

Narrative and ratings content all as of 01 January 2018.

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Name
Artemis US Smaller Companies Fund I Acc GBP
Manager
Artemis Fund Managers Limited
Type
Open Ended Investment Company
ISIN
GB00BMMV5766
Sector
North American Smaller Companies
Launched
27/10/2014
OCF
0.87 %
Risk Rating
4
3 Year Sharpe
1.04
3 Year Alpha
5.67
Yield
0 %
Benchmark
Russell 2000 TR GBP
The objective of the fund is to achieve long-term capital growth. The fund invests principally in smaller companies listed, quoted and/or traded in the United States of America and in companies which are headquartered or have a significant part of their activities in the USA which are quoted on a regulated market outside the USA.
Holding %
Spirit AeroSystems Holdings Inc 3.25 %
Booz Allen Hamilton Holding Corp 2.94 %
Churchill Downs Inc 2.74 %
Planet Fitness Inc A 2.71 %
Santander Consumer USA Holdings Inc 2.61 %
Pool Corp 2.55 %
Teladoc Health Inc 2.23 %
Transocean Ltd 2.22 %
Bright Horizons Family Solutions Inc 2.17 %
Voya Financial Inc 2.00 %
Region %
United States 94.88 %
Canada 5.04 %
Sector %
Consumer Cyclical 20.90 %
Technology 18.36 %
Healthcare 17.55 %
Financial Services 12.71 %
Industrials 12.46 %
Consumer Defensive 8.08 %
Name
Artemis Fund Managers Limited
Address
SW1A 1LD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Cormac Weldon
Joined 10/27/2014

Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.

Data provided by Morningstar.

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