Reasons to be optimistic about this restructured stock pickers’ portfolio
Thursday 25 Jul 2019 Author: James Crux
A steep 19.3% discount to net asset value (NAV) on Artemis Alpha Trust ( ATS ) should pique the interest of contrarian value investors. A thorough portfolio restructuring and potential relief if Brexit is sorted out quickly offer catalysts for an improved performance and re-rating of the trust, steered by experienced investor John Dodd and up-and-coming stock picker Kartik Kumar. Launched in 1998, Artemis Alpha Trust aims to provide...