Cormac Weldon, manager of the Artemis Funds (Lux) – US Select fund, explains the impact this has on stock selection and why he continues to find opportunities in previously underperforming sectors and companies whose prospects are less dependent on the wider economy.
This information is for investment professionals only. It is not for use with or by private investors. The fund is a sub-fund of Artemis Funds (Lux). For further information, visit www.artemisfunds.com/sicav.