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Artemis UK Special Situations
Markets
on Aug 31, 2012 at 00:01
Citywire Selection verdict: Derek Stuart and Ruth Keattch look for unloved companies that are in the process of management turnaround. Their current sector biases include industrials, healthcare and technology. Following a lacklustre 2011 the fund’s performance last year pushed up its longer-term return. The duo believe a pick-up in mergers & acquisitions will play a role in equity markets going forward, providing an additional boost to the portfolio.
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Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
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