Artemis Strategic Bond I Monthly Inc

Willis Owen Research Commentary

This Focus 50 fund has been co-managed by James Foster and Alex Ralph since the high-conviction strategy was launched in 2005. Analyst Chris Ellis joined the team in 2014. Foster focuses on investment-grade bonds and Ralph specialises in high yield bonds. They employ a relatively unconstrained approach that combines their macro economic views with detailed bond analysis. Positioning is driven by assessment of economic and credit cycles which dictates the duration, credit quality and sector exposures. The allocation between investment-grade and high yield is flexible, but unlikely to exceed a 70/30 split in either direction. Although the fund has a global mandate, it historically has had overweight exposure in the UK and Europe.

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