| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Global equities | Adventurous |
How the Fund Invests The fund is managed by Peter Saacke and Raheel Altaf. Saacke joined Artemis in December 2002 from Merrill Lynch, where he worked as an equity strategist from 1999. He took over management of this fund in January 2004 and Altaf joined him as a co-manager in April 2022. Altaf joined Artemis in 2014 and worked alongside Saacke on the Artemis global emerging markets equity fund from 2015. His investment experience dates to 2002 when he joined Fidelity International as an analyst. The investment process used here has been developed and refined over 28 years and is tried and tested at Artemis for over 20 years. The managers adopt a quantitative investment process that tracks company fundamentals and investors’ behavioural trends while also applying a strict valuation discipline. In essence their aim is to invest in undervalued companies with improving fundamentals. The quantitative tool scores companies on eight factors, including two top-down broad inputs and six bottom-up company specific inputs. This leads to a diversified portfolio with sector and country limits imposed on the fund to help mitigate risk relative to the benchmark. The fund has delivered strong performance over the long term, however as with all quantitative strategies may underperform during market inflections. Opinion While the core aspects of the investment process have been in place for a number of years the managers aim to continuously enhance and refine the process, at the margin, in order to maintain its relevance and efficacy. January 2023 | ||
Risk warnings
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