A US revolution: Investing in creative destruction

The theme of ‘creative destruction’, or the impact of new technology, gathered pace in 2015. But which companies make an attractive investment? Stephen Moore, manager of the Artemis US Extended Alpha Fund, reviews.

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The times they are a-changin’

After joining Artemis last year, Cormac Weldon launched the Artemis US Equity, US Select and US Smaller Companies funds. A lot has happened in the US economy since — including a period of unexpectedly weak growth in the first quarter of this year. US stocks, however, have produced positive returns and all three funds are comfortably […]

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