Artemis Funds
Artemis UK Special Situations Fund
UK Small-cap Opportunistic
Dec 2024 → Mar 2026
Our archive holds 4 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 3 years — follow all of Artemis Funds for every strategy.
Its investment theses
- YouGov plcDec 2025YouGov 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.
- 4imprintSep 20254imprint 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.
- Coats Group plcSep 2025Coats is the global leader in industrial threads, recently strengthening its growth platform through the $770m acquisition of insole technology provider Ortholite.
- BarrattDec 2024Barratt is seizing an attractive entry point after sector weakness
- Lloyds Banking GroupDec 2024Lloyds Banking Group is a quality UK bank with manageable risks from recent reviews