Artisan Partners Asset Management Inc. · NYSE:APAM

Artisan Partners Asset Management — Artisan International Explorer Strategy

8 slides from Artisan Partners Asset Management's investor presentation, Jul 7, 2024

  1. Slide 1: What’s That Smell?

    What’s That Smell? Beini Zhou and Anand Vasagiri | Artisan International Explorer Strategy For Institutional Investors Only—Not for Onward Distribution

  2. Slide 2: Explorer Initial Smell Test (ExIST)

    Explorer Initial Smell Test (ExIST TM) Fleeting Fragrance Pyramid  Corporate governance standards and TOP minority shareholder treatment vary NOTES e.g., lemon, by country orange 5-15 minutes  Comfort with people on the other side of the table (character and integrity) is HEART NOTES typically fir

  3. Slide 3: Scratch & Sniff

    Scratch & Sniff Just like the stickers, you need to scratch to reveal the smell SCRATCH SNIFF  Can’t “smell” much by merely looking at company stats  Whether a smell is good or bad is subjective  Our job is to know how to “scratch”  Despite our similar sense of smell, disagreements can arise  S

  4. Slide 4: Olfactory Offenses

    Olfactory Offenses TOP NOTES  Hong Kong payment terminal vendor—related-party transactions HEART NOTES  ASEAN building materials manufacturer—expensive sports cars BASE NOTES  European investment holding company1—leverage, leverage, leverage Source: Artisan Partners. 1Brockhaus Technologies AG. T

  5. Slide 5: Stopping to Smell the Roses

    Stopping to Smell the Roses  Impro Precision (China) Industrial precision components maker  ALTEN (France) Outsourced R&D engineering services provider Source: Artisan Partners. The holdings mentioned above comprised the following percentages of a representative account within the Artisan Internat

  6. Slide 6: Questions?

    Questions?

  7. Slide 7: Notes and Disclosures

    Notes and Disclosures This section of this presentation contains information important to a complete understanding of the material presented. Please review it carefully. Artisan Partners Limited Partnership (APLP) is an investment adviser registered with the U.S. Securities and Exchange Commission (

  8. Slide 8: Notes and Disclosures

    Notes and Disclosures In the United Kingdom, issued by APUK, 25 St. James’s St., Floor 3, London SW1A 1HA, registered in England and Wales (LLP No. OC351201). Registered office: Reading Bridge House, Floor 4, George St., Reading, Berkshire RG1 8LS. In Ireland, issued by AP Europe, Fitzwilliam Hall,

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