Lead Portfolio Manager Mark Yockey discusses investment themes and holdings that proved resilient in 2022 for the Artisan Partners Global Equity Team.

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 Mark Yockey, portfolio manager of Artisan Global Equity and Non-U.S. Growth Strategies, as of 1 Dec 2022, 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.

Clarification: The initial purchase date for Deutsche Boerse AG was 20 Jan 2016, at which the price of the stock was 73.14 USD. ASML Holding NV was sold out of the Artisan Non-U.S. Growth Strategy three years ago, 08 August 2019.

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