Alex Illingworth, co-fund manager of the Artemis Global Select Fund talks about the unique thematic approach used to screen stocks in his portfolio and how he is finding enduring growth opportunities in a persistent low growth environment.
He examines what parts of the global equity market are attractive and not, how Artemis consider a complex geopolitical environment and what factors have and haven’t worked in the portfolio over the last 12 months.
Alex also explains the commitment to a real-return objective and how a naturally defensive bias in the portfolio reduces comparative draw-downs.
Alex is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on April 19, 2017.
About Alex Illingworth
Alex manages the Artemis Global Select Fund and Mid Wynd International Investment Trust with Simon Edelsten and Rosanna Burcheri.
After graduating from Durham, Alex began his career running global funds at Rothschild Asset Management.
In 2003 he was appointed a director of global equity at Insight Investment, responsible for long-only, ethical and absolute return funds. He joined Artemis in 2011.
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