Veteran Artemis Income fund manager Adrian Frost today spelled out the key lessons he has learned during his 30 years - and counting - in fund management.
Artemis' William Littlewood has introduced a Japanese equity position into his Strategic Assets fund for the first time as the portfolio reaches £500m of assets in under a year since launch.
Equity income funds are returning to favour as investors look to generate cashflow within fluctuating bull and bear markets, writes Adrian Frost of Artemis.
Skandia's UK Strategic Best Ideas fund has reached an all-time-high net market exposure following the removal of two mandates last month.
Artemis Strategic Assets manager William Littlewood increased his fund's net equity exposure by over 10% last month after buying into market weakness and closing short positions in the mining sector.
Artemis' Tim Steer has condemned VT Group over its proposed £233m dividend payout to defend against a takeover approach from Babcock.
Much is always made by asset management groups about the structure of their companies or the remuneration of the fund managers being ‘aligned' with their investors and shareholders.
A group of 17 Artemis fund managers and key staff have agreed to a five-year lock-in preventing them from leaving or selling shares in the company before 2015.
How do the runes read? As a result of cutting costs and maintaining prices, companies are continuing to show better cashflow.