Katrina Lloyd speaks to Artemis Income fund managers Adrian Frost and Nick Shenton about team dynamics, trends playing out in their portfolio and the unloved UK market.
Adrian Frost and Nick Shenton, managers of the £6.2bn Artemis Income fund, may be at different stages of their investment careers, but they share a passion for getting to grips with how UK companies are coping with structural challenges as well as taking advantage of new opportunities in areas such as technology. As Frost observes: "In probably the 35 years I have done this, the last five years have seen the biggest changes to the competitive landscape for companies", while Shenton adds it is "fantastic to discuss with some of the biggest businesses in the UK how technology is challen...
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