Philip Wolstencroft and Peter Saacke’s Artemis European Growth

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McDonald says: “This is another fund where the strategy had been through a tough five years but the managers had positioned the portfolio with a very deliberate value skew, which is what we were looking for when we bought it in May 2012. Since then it has had explosive outperformance.”

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Artemis European Growth’s top 10 holdings %
FREENET AG 3.30
AGEAS NV 3.20
DNB ASA 2.70
SWEDBANK AB 2.40
CREDIT SUISSE GROUP 2.40
AXA 2.40
LUKOIL OAO 2.30
TELEPERFORMANCE 2.30
EADS(EURO AERONAUTIC DEFENSE SPACE) 2.20
BANCA GENERALI 2.10