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Antero Peak Group Portfolio Manager Chris Smith recently joined Analog Devices’ President and CEO Vincent Roche to discuss the tectonic shifts happening in the new era of computing and how semiconductor companies are poised to benefit from the increased demand.

This Peak Insights replay represents the views and opinions of Chris Smith and Vincent Roche as of 14 Oct 2021, which are based on current market conditions, will fluctuate, and are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Investments will rise and fall with market fluctuations and investor capital is at risk. Past performance does not guarantee future results.

For the purpose of determining the Fund’s holdings, exposures are delta-adjusted at the issuer level and may include multiple securities of the same issuer. The holdings mentioned comprised the following percentages of Artisan Focus Fund’s total net assets as of 30 Sep 2021: Analog Devices Inc 5.8%. Securities named, but not listed here are not held in the Fund as of 30 Sep 2021. Portfolio holdings are subject to change without notice. The discussion of portfolio holdings does not constitute a recommendation of any individual security. This is not a research report and should not be considered a recommendation of any individual securities product or service.