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Artisan Partners Developing World Team portfolio manager Lewis Kaufman and CEO Eric Colson recently sat down for an exclusive conversation surrounding the team’s differentiated approach to investing in the developing world and how it has impacted investment outcomes over its first five years.

This material represents the views and opinions of the speakers as of 16 July 2020, 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 is 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.

The discussion of portfolio holdings does not constitute a recommendation of any individual security. These holdings comprise the following percentages of the Artisan Developing World Fund’s total net assets as of 30 Jun 2020: Meituan Dianping 4.4%; MercadoLibre Inc 5.2%; Sea Ltd 5.1%; HDFC Bank Ltd 4.1%; LVMH Moet Hennessy Louis Vuitton SE 3.1%; Adyen NV 4.3%; Kweichow Moutai Co Ltd 3.7%; Tencent Holdings Ltd 4.6%; Netflix Inc 3.1%; Visa Inc 7.0%. For the purpose of determining the Fund’s holdings, securities of the same issuer are aggregated to determine the weight in the Fund. Securities named but not listed here are not held in the Fund as of the date noted. The portfolio holdings mentioned are subject to change and the Fund disclaims any obligation to advise investors of such changes.

Past performance does not guarantee and is not a reliable indicator of future results.