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Hollis to take over Artemis Strategic Assets Fund
Investment Funds

Hollis to take over Artemis Strategic Assets Fund

David has been joined at Artemis by Ralph Mahood, who has over four years of experience with Aviva Investors.
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7 JUN, 2023

By RankiaPro Europe

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David Hollis, Senior Multi Asset Portfolio Manager at Artemis.

Artemis has announced that David Hollis is to develop a range of multi-asset, absolute return strategies applying a systematic-based investment approach for retail and institutional clients.

He joined Artemis in October 2022 from Prudential’s Asian affiliate, Eastspring Investments (Singapore), where he was a lead multi-asset portfolio manager and ran $6.5bn in institutional and retail funds – including Eastspring’s flagship multi-asset retail funds. Prior to joining Eastspring, he set up and ran the RiskMaster multi-asset funds at Allianz.

David has been joined at Artemis by Ralph Mahood, who has over four years of experience with Aviva Investors, where he was a Junior Portfolio Manager in the fixed-income credit team.

From the 6th of June 2023 Hollis will take over the management of the UK unit trust The Artemis Strategic Fund, which was originally launched in May 2009.

New approach

Hollis said: “Over 24 years in the industry I’ve gravitated towards a quantitative, data-driven strategy. My time in Asia, where data is used in far more sophisticated ways, reinforced that.

“You can think of this as a ‘what happens when’ strategy. I’ve developed and refined a suite of models that draw on historical data to predict how markets will respond in given economic scenarios. We can then use that information to target the trades with the greatest upside potential.

“Models like this are not flawless – and part of the skill is knowing when they don’t work – but they can give you a very clear sense of the direction markets are heading in the short term. We will put the most money behind the positions in which we have the highest confidence. The existing fund we are taking over will continue to target capital growth of more than the UK (Consumer Price Inflation) CPI + 3% over five years, but with a lower realized level of volatility and a higher focus on overall capital preservation, with the aim of giving the investor a more stable return experience.

‘We look forward to creating bespoke strategies using these core principles for a range of clients.’

The existing UK unit trust fund will continue to have a global reach, with Hollis and Mahood trading in all developed markets, and will extend to some liquid Emerging Market equity and bond indices. At least 80% of the fund will be in relative value trades.

David takes over the lead management of the Artemis Strategic Fund from Kartik Kumar who has taken on additional responsibilities as the lead manager of the European Sustainable Growth fund alongside managing the Artemis Alpha Trust plc, a London-listed closed-ended investment trust.

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