Artemis US Smaller Companies Fund

This is a strategy we have held for several years. Cormac moved to Artemis several years ago with his team. This was a chance for us to get an update on the team and a refresh on what the strategy is looking to achieve.

In terms of the team all final decisions on holdings are made by Cormac, although he works with his analysts who provide ideas. The main changes is that Olivia Micklem, who has worked with Cormac for ten years, is becoming a co-manager of the strategy. This reduces key man risk and emphasis the strong team ethos.

Cormac has the same desire as he did when he moved from Threadneedle. At Artemis he can focus on running the money and the team rather than a more corporate role which he had at Threadneedle. Most of his own money is invested in this fund and so he is aligned with client outcomes…read more

Fund Facts Morningstar

Notes

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