148. How a bout of gout led to an investment in Beyond Meat

Neil Goddin, co-manager of Artemis Positive Future fund, tells us how a bout of gout led him to invest in Beyond Meat. He explains how the new fund targets companies making positive environmental and social impacts and discusses the healthcare and education sectors and the opportunities their lack of innovation to date is creating for disruptive companies. Neil discloses that the two key questions he asks potential investments is about their plans to be net zero and the extent of their diversity, and ends with the reasons he likes Shopify.
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Artemis Positive Future was launched in March 2021. It is a global equity fund comprising a highly concentrated portfolio of growing companies, with a bias towards mid-caps. The four-strong team is looking for those firms making a material positive impact on the world through either environmental or social improvements. These companies will sit at the axis of technological and sustainable change, looking to disrupt old economies to capture market share.

Read more about Artemis Positive Future

What’s covered in this podcast:

  • Why the social element of the fund is currently larger than the environment element [0:30]
  • Why healthcare still lags in innovation terms [1:17]
  • How companies could prevent prescription drugs being the largest cause of death in the US [2:26]
  • Why the manager likes Beyond Meat [4:37]
  • The manager’s thought on the education sector and why China’s intervention recently is understandable [8:25]
  • Why more diversity is required in education and why future generations may go to university more than once [9:54]
  • How the team engages with companies [13:20]
  • Why the manager likes Shopify [17:08]
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