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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