Artisan Partners Global Equity Team—Investment Forum Highlights 2024

Listen to Mark Yockey and the Artisan Partners Global Equity Team discuss key themes with sustainable growth characteristics.

Video 1: Investment Approach & Health Care Featuring Portfolio Manager Mark Yockey
Founding Portfolio Manager Mark Yockey discusses his team's thematic approach to sustainable growth across market cycles and highlights two innovative healthcare opportunities they favor.
Slides

Video 2: Transportation Featuring Portfolio Manager Andrew Euretig
Portfolio Manager Andrew Euretig describes how infrastructure tailwinds enhance the advantages of specific railroads and aerospace companies.
Slides

Video 3: Japan Economic Rebound Featuring Portfolio Manager Mark Yockey
Portfolio Manager Mark Yockey explains why Japan offers new investment opportunities for the team.
Slides

This recording should be reviewed in conjunction with the accompanying slide presentation, which contains portfolio holdings and other important information. Access “Slides” to view.

This recording represents the views of the Artisan Partners Global Equity Team, as of 22 May 2024 and do not necessarily represent those of Artisan Partners. The views and opinions expressed are based on current market conditions, which will fluctuate, and those views are subject to change without notice. While the information contained herein is believed to be reliable, there is no guarantee to the accuracy or completeness of any statement in the discussion. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

This material is intended for Eligible Counterparties within the meaning of the Markets in Financial Instruments Directive (MiFID) and as defined by the UK Financial Conduct Authority and is not intended for, or to be relied upon by, private individuals or retail investors as well as professional clients that do not meet the definition of Eligible Counterparty.

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