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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 website is intended for persons in the United States only and should not be considered a solicitation or an offering to investors residing outside the United States. The Artisan Partners Funds are offered by prospectus. Carefully consider the Fund's investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800 454 1770. Read carefully before investing.
Artisan Partners Funds offered 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. 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).
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