Artisan International Fund Advisor Shares · NASDAQ:APDIX
Artisan International Fund Advisor Shares — Artisan Partners — Investor Presentation (2025)
13 slides from Artisan International Fund Advisor Shares's investor presentation, 2025
Slide 1: Antero Peak Group — Investor Update Q1 2025
Q1 2025 Antero Peak Group — Investor Update This is an offering of shares of an Artisan Fund and does not create a relationship between the investor and Artisan Partners. The Notes and Disclosures section of this presentation contains important information. Readers are encouraged to review it carefu
Slide 2: Investment Results—Average Annual Total Returns
Artisan Focus Fund Investment Results—Average Annual Total Returns Expense Ratios (%) ARTTX Annual report 30 Sep 2024 1.29 1 Prospectus 30 Sep 2024 1.30 Past performance does not guarantee and is not a reliable indicator of future results. Investment returns and principal values will fluctuate so th
Slide 3: Market Conditions Changed, But Our Excess Returns Persisted
Antero Peak Group Q1 2025 Market Conditions Changed, But Our Excess Returns Persisted In Q1 2025, the Artisan Focus Fund (Investor Class) outperformed Cumulative Annualized the S&P 500® Index by 2.41%. (Since (Since As of 31 Mar 2025 Q1 2025 Inception) Inception) Since inception, the Fund has ou
Slide 4: Strong Earnings Performance in Q1
Antero Peak Group Strong Earnings Performance in Q1 Our Returns Were Tightly Correlated to Fundamentals During Q1 Our Aerospace Normalization theme was a strong contributor in Q1—General Electric continued its path of clean execution as a pure play aerospace engine maker and revised earnings highe
Slide 5: Managing Risk: Marrying Fundamentals With Our Risk Model
Antero Peak Group Managing Risk: Marrying Fundamentals With Our Risk Model Our Risk Model Helped Us Navigate Q1 Volatility Our risk model was put to good use during Q1. Early in the quarter, we had several portfolio holdings generate returns that made their future internal rates of return (IRRs)
Slide 6: US vs. Europe Perspectives
Antero Peak Group US vs. Europe Perspectives Staying Focused on Earnings and Inflection Points We Believe Multiple Convergence is Unlikely ROIC of Key Indices Based on US Revenue Mix Our earnings-led process frequently identifies global assets—for 11.0% example Siemens Energy, Taiwan Semi, Safran
Slide 7: Why Differentiation Matters: Economic Value Added
Antero Peak Group Why Differentiation Matters: Economic Value Added Our Process Emphasizes Earnings Differentiation and Higher Business Quality Our process is focused on three key pillars, supported by strong empirical evidence, to produce excess fundamental value: 1) Inflection points that can le
Slide 8: Investment Highlights: Aero Normalization
Antero Peak Group Investment Highlights: Aero Normalization A Closer Look at Rolls Royce, an Inflection in Efficiency and Simplification Multifaced turnaround centered on cost and procurement savings into an Investment Highlights accelerating demand environment should lead to higher margins and ca
Slide 9: Group's Thoughts on Tariffs and Liberation Day
Antero Peak Group Antero Peak Group’s Thoughts on Tariffs and Liberation Day Paralyzing and Irrational Tariff Proposal Requires Quick Off-Ramp or Leads to Global Recession We are very disappointed with the level of analytical rigor the Trump administration applied to tariffs. The announced tarif
Slide 10: Multiple Exciting Areas to Execute Our Process
Antero Peak Group Multiple Exciting Areas to Execute Our Process Aerospace is cyclically inflecting ahead of a long duration upcycle supported by Aero Normalization secular growth of the global middle class NO CHANGE Companies: General Electric Co, Howmet Aerospace Inc, Rolls-Royce Holdings PLC, Saf
Slide 11: Investment Results—Average Annual Total Returns
Artisan Focus Fund Investment Results—Average Annual Total Returns Past performance does not guarantee and is not a reliable indicator of future results. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original
Slide 12: Notes and Disclosures
Artisan Partners Notes and Disclosures This section of this presentation contains information important to a complete understanding of the material presented. Please review it carefully. Carefully consider the Fund's investment objective, risks and charges and expenses. This and other important info
Slide 13: Notes and Disclosures
Artisan Partners Notes and Disclosures Morningstar Large Cap Growth Category: Large-growth portfolios invest in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is