Artemis Funds
Artemis Income Fund
Income
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Artemis Funds for every strategy.
What it bought and sold
We also took profits in 3i Group.
We have reduced our allocation to LSEG and recycled to other areas but remain invested.
we thought it prudent to reduce our position as a free cashflow yield under 4% provides little downside protection.
We have significantly reduced our weighting to Wolters Kluwer from a peak of more than 4%.
have been adding to the position.
Also held
Its investment theses
- Dr. MartensSep 2025Dr. 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.
- SageSep 2025Sage is a trusted cloud-native accounting provider that has strong market incumbency and pricing power, positioning it well for growth despite potential AI disruptions.