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Artisan Partners Global Equity Team members discuss the Global Equity Strategy’s third quarter performance and the growing opportunity in the global logistics sector.

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

This investor update represents the views and opinions of Global Equity Strategy Business Leader Jamie Sandison and Global Equity Strategy Co-Portfolio Manager Andrew Euretig as of 9 Nov 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.

Gross Domestic Product (GDP) is the standard measure of the value added created through the production of goods and services in a country during a certain period. 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.

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 30 Sep 2021: Linde 0.7%, Deutsche Post AG 2.7%, Medacta Group SA 1.1%, Halozyme Therapeutics Inc 3.4%, Nibe Industrier AB 1.7%, GXO Logistics Inc 2.4%, American Software Inc 1.5%, Kinaxis Inc 1.1%. Portfolio holdings are subject to change without notice and are not intended as recommendations of individual securities. Securities mentioned, but not listed in the slide presentation are not held in the Fund as of the date of this report. 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.