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US: Where quality counts …

The US economy has had some headwinds year to date resulting in a slowdown in capital expenditure. Yet despite these concerns employment figures and industrial production continues to improve.

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.

Watch the interview here.

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.

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