loading...
Chris Smith, portfolio manager of the Antero Peak Group, discusses how the current investment backdrop supports the team’s process and where the team is finding opportunities outside of the tech sector.

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

This presentation represents the views and opinions of Antero Peak Group Portfolio Manager Christopher Smith as of 22 May 2024, 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.

Corrections: Antero Peak Group total assets under management was $2.245 billion as of 31 March 2024. Duration of General Electric investment was 15 months as of 22 May 2024.

For the purpose of determining the portfolio’s holdings, exposures are delta-adjusted at the issuer level and may include multiple securities of the same issuer. The holdings mentioned in the recording but not disclosed in the slide presentation comprised the following percentages of the Artisan Focus Fund’s total net assets as of 31 Mar 2024: Microsoft Corp 9.8%, Amazon.com Inc 4.5%, Danaher Corp 1.8%, Trane Technologies PLC 1.0%, Canadian Pacific Kansas City Ltd 5.0%, CRH PLC 4.2% and Taiwan Semiconductor Manufacturing Co Ltd 3.8%. Holdings information is not intended to represent or predict portfolio investment performance or as a recommendation of any individual security. Securities referenced may not be representative of all portfolio holdings and holdings are subject to change without notice. Securities named but not listed here are not held in the portfolio as of the date of this report.