Artisan Partners Global Equity Team members discuss the Global Equity strategy's second quarter performance and how the portfolio is positioned for post-pandemic opportunities in light of potential COVID variants.

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

This investor update represents the views and opinions of the speakers as of 30 Jun 2021, 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.

Attribution is used to evaluate the investment management decisions which affected the portfolio’s performance when compared to a benchmark index. Attribution is not exact, but should be considered an approximation of the relative contribution of each of the factors considered. Total addressable market (TAM), also called total available market, is a term that is typically used to reference the revenue opportunity available for a product or service.

For the purpose of determining the portfolio’s holdings, securities of the same issuer are aggregated to determine the weight in the Strategy. The holdings mentioned above comprised the following percentages of a representative account within the Artisan Global Equity Composite’s total net assets as of 31 Jul 2021: Nordic Entertainment Group AB 0.8%. Portfolio holdings are subject to change without notice and are not intended as recommendations of individual securities. Securities mentioned, but not listed here or in the slide presentation are not held in the portfolio as of the date indicated. This discussion is not intended to be a recommendation of any individual security.

Past performance does not guarantee future results. Current and future holdings are subject to risk.