Artemis Funds
Artemis US Extended Alpha Fund
US
Jun 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 3 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
- Gildan Activewear Inc.Mar 2026Gildan Activewear is a low-cost, vertically integrated apparel maker expanding its cost advantage and scale with potential synergies from Hanesbrands.
- Bank of New York MellonJun 2025Bank of New York Mellon is a financial services company poised for growth through innovation and strategic client relationships, presenting an undervalued investment opportunity with solid earnings potential and lower cyclicality compared to traditional banks.
- TransDigmJun 2025TransDigm is a high-quality aerospace company with robust potential for revenue growth and strong margins, trading at a discount despite its solid aftermarket and defense market prospects.