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Artemis Funds

Dec 2024 → Mar 2026 · Publishes quarterly · 13 funds

Our archive holds 23 letters from Artemis Funds, behind 22 investment theses. Every quote below is copied verbatim from the letter it came from.

Artemis Funds’s own letters page
23
Letters
0
Companies
0
Moves
22
Theses

Theses · 22

  • Targa Resources Corp
    March 2026

    Targa Resources is a Permian-focused midstream operator in gas and NGLs with growth supported by faster NGL production and new pipeline and export investments.

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  • Gildan Activewear Inc.
    March 2026

    Gildan Activewear is a low-cost, vertically integrated apparel maker expanding its cost advantage and scale with potential synergies from Hanesbrands.

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  • Tristel plc
    March 2026

    Tristel supplies chlorine dioxide disinfection products with high margins, double-digit organic growth, and transformative US market potential.

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  • discoverIE Group plc
    March 2026

    discoverIE Group designs specialist electronic components with switching-cost advantages and offers attractive valuation amid upgraded growth expectations.

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  • discoverIE Group plc
    December 2025

    discoverIE Group plc makes hard-to-switch specialist components and offers double-digit growth at under 15x earnings with a >6% free cash flow yield.

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  • YouGov plc
    December 2025

    YouGov is a proprietary data-driven research firm with high ROC and recurring revenue, poised to reaccelerate growth by leveraging AI and LLMs on its large consumer panel.

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  • Bloomsbury Publishing plc
    December 2025

    Bloomsbury Publishing plc offers an 8% FCF yield, net cash, a growing academic mix, strong backlist, and durable IP tailwinds like Harry Potter.

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  • WT Microelectronics Co Ltd
    December 2025

    WT Microelectronics is a fast-growing Taiwan components distributor trading at ~10x forward P/E with rising forecasts and strong value per share growth.

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  • 4imprint
    September 2025

    4imprint is the largest distributor of custom-printed promotional merchandise in North America, currently facing short-term challenges due to tariffs but poised for long-term growth and increased market share.

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  • Coats Group plc
    September 2025

    Coats is the global leader in industrial threads, recently strengthening its growth platform through the $770m acquisition of insole technology provider Ortholite.

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  • Contemporary Amperex Technology
    September 2025

    Contemporary Amperex Technology (CATL) is the world's largest lithium-ion battery manufacturer, poised for significant growth due to its scale, innovation, strong market position in electric vehicles, and positive financial outlook.

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  • Dr. Martens
    September 2025

    Dr. Martens is showing promising signs of recovery under new management with a focus on product diversification, appropriate distribution strategies, and positive cost discipline, presenting an attractive investment opportunity.

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Letter archive · 23

2026

2025

2024

Funds · 13

  • Artemis uk smaller companies fund4
  • Artemis UK Special Situations Fund4
  • Artemis UK Select Fund3
  • Artemis Global Select Fund2
  • Artemis US Extended Alpha Fund2
  • Artemis Funds Leading Consumer Brands fund1
  • Artemis High Income Fund1
  • Artemis Income Fund1
  • Artemis Positive Future Fund1
  • Artemis SmartGARP Global Emerging Markets Equity Fund1
  • Artemis UK Future Leaders plc1
  • Artemis US Select Fund1
  • Artemis US Smaller Companies Fund1

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