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The article looks at the risks of having so much of the US market concentrated in a small number of large technology companies. Artemis instead looks for attractively priced companies that are improving, with opportunities also being found outside the largest names.

Waiting for a clear reason for a stock to recover can mean missing the opportunity. Defence stocks show how buying overlooked companies at attractive valuations can pay off when circumstances eventually change.

Higher turnover is not necessarily a drawback. For SmartGARP, moving capital from stocks with weakening prospects into those with improving earnings and better valuations has been an important source of returns.

As Christopher Nolan’s new telling of ‘The Odyssey’ hits movie screens across Britain, I’ve been pondering what its hero might be able to teach us about investing, at a time when markets, in my view, are overheating. 

My quarterly updates are pretty sparse when it comes to text and my monthly commentaries are non-existent to minimal. However, I felt the urge to write a longer note, mostly because I am growing nervous about problems brewing in wider financial markets. 

In this Fund in 5ive, Artemis’ co-manager Jack Holmes and investment director Josh Passmore discuss how the fund achieves true diversification by looking beyond the usual suspects to have beaten its peer group over all time frames.

Since Liz Truss and Kwasi Kwarteng’s disastrous mini budget sent a wrecking ball through the gilt market in September 2022, the ‘moron premium’ has entered common parlance, at least within financial circles. The phrase, which refers to sovereign debt yields rising because of politicians’ mistakes, was brought out of retirement and dusted off when 30-year gilt yields spiked in August and September 2025, peaking around 5.7%¹. 

It’s an old adage that there’s no such thing as a free lunch – somewhere down the line there’s a payment to be made. Except perhaps in the world of fixed income.