Artemis Funds
Artemis UK Select Fund
UK
Jun 2025 → Mar 2026
Our archive holds 3 letters from this strategy, behind 1 investment thesis and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Artemis Funds for every strategy.
What it bought and sold
We initiated a new position in RELX at the start of February when it found itself unjustly lumped in with the ‘AI losers’ trade.
We added to our modest holding in a company whose shares trade on 10x forecasted earnings for 2027 and which is making significant investment into building its presence in prediction markets.
With some reluctance, we sold the position in International Personal Finance (IPF) which agreed to be acquired by BasePoint Capital in the US towards the end of 2025.
We added to the holding in International Consolidated Airlines Group (IAG).