This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains strategy performance and other important information. Access “Slides” to view.
This investor update represents the views and opinions of the speakers as of 24 Oct 2023, 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.
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 comprised the following percentages of the Artisan High Income Strategy Composite’s total net assets as of 30 Sep 2023: The Ardonagh Group 2.1%; TKC Holdings Inc 2.6%; Altice France 2.8%; Carnival Corp 4.0%. The holdings mentioned comprised the following percentages of the Artisan Floating Rate Strategy Composite’s total net assets as of 30 Sep 2023: Ultimate Software Group Inc 5.4%; Fogo de Chao Inc 2.9%. Securities named in the Commentary, but not listed here are not held in the portfolio as of the date of this report. Portfolio holdings are subject to change without notice and are not intended as recommendations of individual securities.
Past performance does not guarantee future results. Current and future portfolio holdings are subject to risk.
For Institutional Investor Use Only – Not for Retail Distribution
