Podcast: Decoding US equities

Cormac Weldon sits down with Square Mile to discuss the strategies behind the A-rated Artemis US Select Fund and AA-rated Artemis US Smaller Companies Fund. Cormac discusses the future opportunities he is exploring and how the evolving political landscape impacts the risk profile of the portfolios.

Cormac Weldon

(22 minutes)

Don't have time to listen to the full episode, jump to your favourite part: 

01:14: How do you balance your time between research, internal meetings, and other commitments? 
09:00: Is indexing always the best approach for US exposure?
09:31: What keeps you awake at night?
14:10: What factors might lead you to reconsider an investment position?
16:00: Do you have an interesting statistic of the week to share with our listeners?
20:02: Can you highlight some of the future opportunities you're exploring?

Also available on Apple and Spotify.

Find out more about the Artemis US Select Fund and Artemis US Smaller Companies Fund.

Cormac Weldon

Manages:

US equity strategy

Cormac has managed Artemis’ US equity strategies since launch.

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