T’S BEEN some two decades since
the legendary Artemis ace James
Foster first started hunting Bond
Fund Profits. In that time he’s seen some
extraordinary, seismic events. The ERM
Collapse, for example, the Far Eastern
Crisis, the TMT bubble, not to mention
the Credit Crunch. Experiences that
further honed his considerable skills.
Foster’s hunting partner Alex Ralph is
no newcomer to this neck of the woods
either, she’s been bagging Bond Fund
Profits for a decade herself. Long years for
20 years in the field.
That’s what tells our Bond Fund hunters
where the PROFITS ROFITS will go next.
our duo, of both feast and famine.
Surely though, experience is important
for any form of Profit hunting? True
enough, but it is especially true of Bond
Fund hunting. You see, the Bond Profits’
environment moves in cyclical phases. It
is crucial to find oneself hunting in the
right place at the right time. Be it in Gilts
or High Yield, Investment Grade or
Overseas. And fully understanding the
subtle nuances of this cycle requires a
depth of strategic knowledge that only
years in the field can bring.
Hence the snorts of
disbelief in some callow
quarters when Foster
and Ralph insisted
on concentrating their
resources in Financials,
when so much opinion
saw this territory as
an arid wasteland.
And hence, too,
the wisdom of
the terms of the
hunting licence
the duo demanded
5 years ago, a
licence that has
allowed them to
skip from sector to
sector as danger threatened. Two calls
that, in retrospect, have proved
remarkably prescient.
If you’d like to find out where experience
is telling our hunters to head next, why
not get in touch? As ever, you’ll find our
contact details below.
Telephone: 0800 092 2090 Email: brokersupport@artemisfunds.com Website: www.artemisonline.co.uk
FOR PROFESSIONAL ADVISERS ONLY: Issued by Artemis Fund Managers Limited which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk), 25 The North Colonnade,
Canary Wharf, London E14 5HS. For your protection calls are usually recorded. POR/ZD
To view a Ceros magazine you need to have JavaScript enabled in your browser and have the flash player 8 or higher installed. To install the latest flash player, click the icon above, install the flash plugin and then click here to refresh this page.