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Category: Investing

Where the rubber hits the road. Out thoughts, insights and perspectives on the important subject of investing.

Artemis Introduces Sustainable Investing

July 27, 2017 BY

Artemis has recently introduced sustainable investing as an option for interested clients. Below is a brief review of the concept, a discussion of some recent trends, and an explanation about how we are approaching the opportunity.

Sustainable investing is not new.[1] Indeed, many individual clients and institutions have long expressed their values in one way or another via their investment decisions. Traditionally, this has taken … Read more

Q1 2017 Market Outlook and Strategy

May 15, 2017 BY

Today we distribute our Q1 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention on two key Trump Administration policies – restrictive immigration and trade protectionism, and explain why both are misguided and threaten future economic and stock market growth.

Enjoy the light reading!… Read more

2016 Q3 Market Outlook and Strategy Report

November 7, 2016 BY

Today we distribute our Q3 investment report, which summarizes how the market unfolded during the quarter and what portfolio strategies we are pursuing.

We also focus our attention  on trade politics and the Presidential election, with an attempt to review who have been the winners and losers of the massive increase in global trade over the last 20 years, and why we are seeing more opposition … Read more

Active vs. Passive Investing: Another Nail in the Coffin

September 20, 2016 BY

S&P Global just published its semi-annual report on fund manager returns and the results must make stock-pickers cringe.  For the year ending June 30th, 2016 a whopping 90.2 per cent of the actively-managed US mutual funds that invest in domestic equities were beaten by their benchmarks when the returns are calculated net of fees.  Let’s remember, this last year was highly volatile with a market swoon … Read more

2016 Q2: Market Outlook and Strategy Report

September 20, 2016 BY

In this quarterly update, we take a closer look at the history of value investing, a key tenet in Artemis’s approach to investing. It is no secret that value investing has underperformed growth investing sharply over the last five years, and some investment analysts are now saying that such underperformance proves that in today’s world value investing no longer works.

We still believe in value investing. … Read more