Artisan Non-U.S. Growth Strategy: Navigating International Markets in 2024

Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.

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

This investor update represents the views and opinions of Mark Yockey, Artisan Non-U.S. Growth Strategy portfolio manager, as of 22 February 2024, that are based on current market conditions, 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.

Clarification: Novo Nordisk A/S is the second largest position in the portfolio as of 1/31/24.

This discussion is not intended to be a recommendation of any individual security. Securities mentioned, but not listed here or in the investor update presentation are not held in the portfolio as of the date of this report.

Past performance does not guarantee future results. Current and future holdings are subject to risk.

The financial services and products described on this website are intended to be made available only to persons in the United States. This website does not constitute an offer or recommendation by Artisan Partners or any of its affiliated entities (collectively, "Artisan Partners") of securities or services to, or a solicitation by Artisan Partners of an offer to buy securities or services from, any person residing in a jurisdiction outside the United States in which such an offer or solicitation would be unlawful under the applicable laws and regulations. Materials on this website are informational only and should not be taken as investment recommendation or advice of any kind whatsoever (whether impartial or otherwise).

Artisan Partners offers investment strategies in the form of institutional separately managed accounts. Investment advisory services are offered through Artisan Partners Limited Partnership (APLP), an investment adviser registered with the U.S. Securities and Exchange Commission. The information contained herein is not intended to constitute, or be construed as, investment advice and any portfolio data or characteristics relating to individual accounts managed to an investment strategy, including pooled investment vehicles, may vary from what is shown for the strategy model portfolio or composite of accounts.

Artisan Partners Funds are distributed through Artisan Partners Distributors LLC, member FINRA, a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is owned by Artisan Partners Holdings, LP. Artisan Partners Limited Partnership does not provide investment advice directly to shareholders of the Artisan Partners Funds.