Artemis is set to launch a new leading consumer brands global equity strategy for Swetha Ramachandran, the former manager of the GAM Luxury Brands fund.
The leading consumer brands fund will aim to tap into the investment potential of changing demands for leading brands, with a concentrated portfolio of 25 to 35 stocks selected by Ramachandran, who joined Artemis in September from GAM. GAM luxury equities portfolio manager exits for Artemis "Consumers are changing geographically as well as generationally, with millennials, Gen Z and now Gen Alpha all having distinct preferences. The centre of consumer gravity is shifting eastwards with the expansion of the Asian middle class," Ramachandran said. The manager said the growing role ...
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