Artemis Funds (Lux) – SmartGARP Global Emerging Markets Equity

The fund gives investors exposure to the growth potential of companies in emerging markets including China, Korea, Taiwan, Brazil, Thailand and India. It aims to deliver long-term returns by selecting the best stocks from an investment universe of over 2,500 companies, seeking those whose prospects for growth are currently undervalued.

• Rigorous stock screening: SmartGARP^®, Artemis’ proprietary tool, highlights stocks with those financial characteristics that tend to be good predictors of above-average future returns. Among other things, it looks for stocks that are enjoying strong growth in earnings, seeing consistent upgrades to their forecast profits and that are benefiting from macroeconomic trends yet which are (temporarily) unpopular and so trade on below average valuations.
• Manager insight: to stocks which have satisfied the SmartGARP screen, manager Raheel Altaf applies due diligence. His objective is to establish whether there is substance behind the attractive characteristics SmartGARP has identified. For example, acquisitions, disposals or accounting changes might have distorted a company’s financial characteristics.
• The result: an even smaller subset of companies pass the two steps, resulting in a portfolio of typically 80-120 stocks selected by Raheel and diversified by sectors, countries and investment styles.
• ESG integration: the fund integrates ESG factors; for more information, visit Integrating investment and stewardship