Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
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This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains standardized composite performance and other important information. Access “Slides” to view.

This investor update represents the views and opinions of Mark Yockey, Artisan Non-U.S. Growth Strategy portfolio manager, as of 22 February 2024, that are based on current market conditions, and are subject to change without notice. While the information contained herein is believed to be reliable, there 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: Novo Nordisk A/S is the second largest position in the portfolio as of 1/31/24.

This discussion is not intended to be a recommendation of any individual security. Securities mentioned, but not listed here or in the investor update presentation are not held in the portfolio as of the date of this report.

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