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Fund in Five: Artemis UK Select Fund

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      In this new edition of Fund in Five, Ed Legget, co-manager of the Artemis UK Select Fund, discusses why having been out of favour with investors for several years, the valuations of UK companies are very low versus many other global equity markets.

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      Equities

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      • Spring Congress 2025: Interview with Nick Dumas-Williams

        Speaking at Spring Congress, Nick Dumas-Williams, manager of the Polar Capital Artificial Intelligence fund, discusses why he is increasingly seeing examples of companies showing truly differentiated growth profiles through uncertain macro times versus their peers.

      • In the Hot Seat: Andy Draycott and Abhinav Mehra, Chikara India Investment Team

        The Chikara Indian Subcontinent Fund investment team discuss India’s evolving middle class consumer story, Modi’s impact on corporates and GDP doubling over the next decade.

      • South West Congress 2024: Interview with AXA IM’s Anna Väänänen

        Speaking at South West Congress, Anna Väänänen, head of listed impact equity at AXA Investment Managers, discusses the difference between impact investing in listed and private equity, how impact investing works within listed equities and what the next steps in impact are for the asset class.

      • Northern Congress 2024: Interview with First Eagle’s Bill Hench

        Speaking at Northern Congress, Bill Hench, head of the small-cap team and portfolio manager at First Eagle Investments, discusses why US small-cap value is a compelling investment opportunity, what he looks for in an attractive stock and why investors should consider the First Eagle US Small Cap Opportunity fund.

      • Fund in Five: T. Rowe Price US Smaller Companies Equity Portfolio

        In this new edition of Fund in Five, Michele Ward, portfolio specialist, equity division at T. Rowe Price, argues US small-cap stocks are at a “once in generation” valuation level relative to large-caps.

      • Bitesize: Why now for global small caps

        In this Bitesize video, Kirsty Desson, investment director, global smaller companies at abrdn, looks at the factors driving the performance of global small caps and why now is a good time to be holding the asset class.

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