Artisan International Fund Advisor Shares · NASDAQ:APDIX
Artisan International Fund Advisor Shares — Artisan Partners — Investor Presentation (2023)
13 slides from Artisan International Fund Advisor Shares's investor presentation, 2023
Slide 1: Antero Peak Group — Investor Update
Q1 2023 Antero Peak Group — Investor Update This material is intended to provide an overview of the Antero Peak Group’s investment philosophy and process. Investment in any vehicle managed by the team is subject to further documentation contained in the vehicle's offering materials. This material is
Slide 2: Important Disclosures
Artisan Partners Important Disclosures These materials are provided solely for use in a private meeting and are intended for informational and discussion purposes only. Investment is subject to further documentation. This document is not a prospectus. Unless expressly stated, it has not otherwise be
Slide 3: Quarter in Review
Antero Peak Group Quarter in Review Understanding 1Q 2023 performance Q1 saw continued volatility and macro shocks as the business cycle matured while earnings estimates continued to revise lower. This included the regional banking crisis which will likely result in new regulations and tougher l
Slide 4: Earnings Estimates Continue to Move Lower
Antero Peak Group Earnings Estimates Continue to Move Lower We expect the earnings environment to be challenged going forward S&P 500 earnings estimates face significant risks going forward. We see a combination of very elevated expectations while money supply tightens, and leading indicators po
Slide 5: Our Portfolio Points to Value Creation Going Forward
Antero Peak Group Our Portfolio Points to Value Creation Going Forward We believe the portfolio is positioned to outpace the S&P 500 Index We expect the portfolio to outperform the S&P 500 Index on our key fundamental metrics: relative growth, earnings revisions, accelerating KPIs, ROIC expansion.
Slide 6: Theme Update: Data Monetization, Value-Based Care
Antero Peak Group Theme Update: Data Monetization, Value-Based Care We initiated our position in managed care in Q2 2021. After being a top contributor in 2022, the positions were a headwind in Q1 2023. We believe there were a few main drivers of the underperformance and remain optimistic about
Slide 7: Position Update: Canadian Pacific
Antero Peak Group Position Update: Canadian Pacific We initiated our position in Canadian Pacific (CP) in Q1 2022 and continue to be excited about the opportunity. During the quarter, CP’s acquisition of Kansas City Southern was finalized. The combination is transformational yet has shrunk some
Slide 8: Artificial Intelligence Adoption: The Next Major Platform Shift
Antero Peak Group Artificial Intelligence Adoption: The Next Major Platform Shift The arms race for AI superiority will cast a wide net of opportunity We see a wide array of muti-year investment opportunities across semiconductors, software and hardware accompanied by longer term implications in n
Slide 9: Our Process is Supported by Empirical Data
Antero Peak Group Our Process is Supported by Empirical Data We have a clearly defined game plan Our process is focused on three key pillars: 1) Inflection points that lead to broad based, often industry wide accelerations and high earnings growth rates 2) Bottom-up, rigorous differentiation t
Slide 10: Multiple Exciting Areas to Execute our Process
Antero Peak Group Multiple Exciting Areas to Execute our Process Data Monetization With the proliferation of data analytics (Machine Learning, AI, Cloud, etc.), we are seeing more companies that possess significant data sets and have the ability monetize it through new products and customer applicat
Slide 11: Investment Results
Antero Peak Strategy Investment Results Average Annual Total Returns Annual Returns Source: Artisan Partners/S&P. Past performance does not guarantee and is not a reliable indicator of future results. Gross- and net-of-fees performance shown for the Composite. Current performance may be lower or hig
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. Artisan Partners Limited Partnership (APLP) is an investment adviser registered with the U.S. Securities and Exch
Slide 13: Notes and Disclosures
Artisan Partners Notes and Disclosures Earnings per Share (EPS) is the portion of a company's profit allocated to each outstanding share of common stock. Return on invested capital (ROIC) is a calculation used to assess a company's efficiency in allocating capital to profitable investments. M2 is th