With large cap stocks having been out of favour in recent years, many commentators and investment managers are tipping 2006 as the year for change.
Some may remember, Artemis highlighting the attractive valuations of large cap stocks, as seen through SmartGARP, at the beginning of 2005. While Artemis remains agnostic - preferring to focus on stock selection – a recent webcast with Jacob de Tusch-Lec, Co-Manager of the Artemis Capital Fund, offers a timely opportunity to review the recent positioning of the Fund within the large cap arena, as well as taking an objective view of the future.
To view the webcast, click here
To view the transcript in pdf format, click here
To view the presentation slides, click here
