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.

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.