Daniel J. O'Keefe is a managing director of Artisan Partners and founding partner of the Artisan Partners Global Value Team. He is lead portfolio manager of the Artisan Global Value and Artisan Select Equity Strategies. The views and opinions expressed are those of the speakers as of 24 April 2024, do not necessarily represent those of Artisan Partners 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 being provided 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.
Investment Risks: Investments will rise and fall with market fluctuations and investor capital is at risk. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index.
The holdings mentioned comprised the following percentages of a representative account within the Artisan Global Value Composite’s total net assets as of 31 March 2024: Alphabet Inc 4.1%, Meta Platforms Inc 4.0%; and a representative account within the Artisan Select Equity Composite’s total net assets as of 31 March 2024: Alphabet Inc 4.9%, Meta Platforms Inc 5.0%. For the purpose of determining the portfolio’s holdings, securities of the same issuer are aggregated to determine the weight in the Strategy. The discussion of portfolio holdings does not constitute a recommendation of any individual security. Portfolio holdings are subject to change without notice and are not intended as recommendations of individual securities.
