Artemis' Bonthron: Being different is good, being right is key

Creating "transformational change" with Positive Future fund

Portfolio manager of the Artemis Positive Future fund Craig Bonthron talks to Investment Week about the philosophy of the new launch, the importance of being different and the impact of Covid-19 on the drivers of innovation.

In the autumn of 2020, Craig Bonthron, Neil Goddin, Jonathan Parsons and Ryan Smith departed Kames Capital to join Artemis, with the intention of launching and co-managing global equity funds with a focus on positive impact. At the beginning of April, the former co-managers of the Kames Global Sustainable Equity, Global Equity Market Neutral and Global Equity funds debuted the Artemis Positive Future fund with their new employer. The unconstrained portfolio of 35 to 45 holdings across global equities focuses on disruptive companies, primarily within the small- and mid-cap space, creat...