Artemis Funds
Artemis Global Select Fund
Global
Dec 2024 → Sep 2025
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Artemis Funds for every strategy.
Its investment theses
- Contemporary Amperex TechnologySep 2025Contemporary 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.
- Otis Worldwide CorporationDec 2024Otis is a dominant player in the elevator and escalator market, with strong recurring revenues from servicing contracts that overshadow the minor impact of slowing new equipment sales in China.