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Artemis US Extended Alpha Class I - Accumulation (GBP)

Sell:513.51p Buy:513.51p Change: 1.24p (0.24%)
Prices as at 30 January 2026
Sell:513.51p
Buy:513.51p
Change: 1.24p (0.24%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 30 January 2026
Sell:513.51p
Buy:513.51p
Change: 1.24p (0.24%)
Prices as at 30 January 2026
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

View our full research note on the Artemis US Extended Alpha Fund »

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market and is home to world-leading companies in almost every industry there is, from media and film, through to manufacturing and transportation. We think most diversified portfolios should have some exposure to the US market. But it's one of the most heavily researched in the world so share prices of well-known companies can react quickly to new information. We think this can make it more difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. Many funds investing in the US aim to grow the value of your original investment, rather than pay a high level of income. Some focus on the largest companies in the market. Others look for opportunities amongst small and medium-sized companies, which may offer greater growth potential, but are higher risk.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

30/01/21 to 30/01/22 30/01/22 to 30/01/23 30/01/23 to 30/01/24 30/01/24 to 30/01/25 30/01/25 to 30/01/26
Annual return 14.60% 0.63% 20.91% 25.90% 4.51%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Adrian Brass
Manager start date: 1 September 2022
Manager located in: London

Adrian joined Artemis in 2022. He manages Artemis’ US Extended Alpha long/short strategy alongside co-managers James Dudgeon and William Warren. He was the lead manager of Majedie Asset Management's US Equity Fund and co-manager of its Global Equity and Global Focus Funds from 2014. Prior to Majedie, Adrian was a fund manager at Fidelity, managing US equity funds including its America Fund, for six years. He holds a Bachelor of Science degree in economics and politics from the University of Bristol and is a CFA charterholder.

Manager Name: James Dudgeon
Manager start date: 1 September 2022
Manager located in: London

James joined Artemis in 2022, co-managing the US Extended Alpha long/short strategy alongside Adrian Brass and William Warren. He has a degree in economics and modern history from the University of St Andrews. He joined Fidelity in 2010 as a research analyst covering sectors in Europe and the US, then in 2015 moved to Majedie Asset Management to work as an analyst on its US equity fund, where he became a co-manager in 2021. James is a CFA charterholder.

Manager Name: William Warren
Manager start date: 19 September 2014
Manager located in: London

William has co-managed Artemis’ US long/short strategy since launch in 2014, which he runs alongside Adrian Brass and James Dudgeon. He joined Artemis in 2014 from Columbia Threadneedle, where he had worked as deputy manager of the Threadneedle US Extended Alpha and US Absolute Alpha Funds since 2008. William began his career in New York in 1997 as an analyst at JP Morgan. He joined the research department at Lehman Brothers in 2000 as an associate where he covered the software industry for three years before moving to the proprietary trading group where he was a senior vice president and portfolio manager until 2008.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now