Artemis Funds
Artemis uk smaller companies fund
UK Small-cap
Jun 2025 → Mar 2026
Our archive holds 4 letters from this strategy, behind 5 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Artemis Funds for every strategy.
Its investment theses
- Tristel plcMar 2026Tristel supplies chlorine dioxide disinfection products with high margins, double-digit organic growth, and transformative US market potential.
- discoverIE Group plcMar 2026discoverIE Group designs specialist electronic components with switching-cost advantages and offers attractive valuation amid upgraded growth expectations.
- discoverIE Group plcDec 2025discoverIE Group plc makes hard-to-switch specialist components and offers double-digit growth at under 15x earnings with a >6% free cash flow yield.
- Bloomsbury Publishing plcDec 2025Bloomsbury Publishing plc offers an 8% FCF yield, net cash, a growing academic mix, strong backlist, and durable IP tailwinds like Harry Potter.
- M&C SaatchiJun 2025M&C Saatchi is an impressively restructured creative agency with a strong cash flow yield and a solid net cash position.