Artisan Partners Asset Management Inc. · NYSE:APAM

Artisan Partners Asset Management — Investor Presentation (October 2024)

14 slides from Artisan Partners Asset Management's investor presentation, October 2024

  1. Slide 1: Antero Peak Group — Investor Update

    Q3 2024 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

  2. 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

  3. Slide 3: Year-to-Date and Third Quarter Review

    Antero Peak Group Year-to-Date and Third Quarter Review Our Execution Remains Strong in a Volatile Backdrop  For the year, through 9/30, the Antero Peak Strategy (net) gained 28.28%, 6.20% above the 22.08% return for the S&P 500® Index.  During the third quarter of 2024, the Antero Peak Strategy (

  4. Slide 4: Market Internals: Understanding the Fundamental Path Forward

    Antero Peak Group Market Internals: Understanding the Fundamental Path Forward We Are Leaning on Our Process to Marry Revisions With Acceleration  While breadth widened in Q3, positive revisions have remained narrow and concentrated in the Magnificent 7 (M7).  The S&P 493 continued to revise lower

  5. Slide 5: Perspectives on the Revisions Cycle

    Antero Peak Group Perspectives on the Revisions Cycle Growth is Accelerating, Yet Revisions Are Weak With More Risks Remaining  Despite overall stabilization in estimates, total revisions continued to move lower in the third quarter.  Cyclical areas—industrials, energy, materials—remain under pres

  6. Slide 6: The S&P 500 Index is Getting More Durable Versus Overall Real GDP

    Antero Peak Group The S&P 500® Index is Getting More Durable Versus Overall Real GDP Underlying Employment May Be at Greater Risk Than the S&P 500® Index Trends Indicate  Inflation is trending toward the Fed’s target level, and with rates previously at higher levels, the Fed has logically begun an

  7. Slide 7: Our Process is Supported By Empirical Data With a Strong Forward Setup

    Antero Peak Group Our Process is Supported By Empirical Data With a Strong Forward Setup We Have a Clearly Defined Game Plan and an Expanding Thematic Opportunity Set  Our process is focused on three key pillars, supported by strong empirical evidence: 1) Inflection points that can lead to broad ba

  8. Slide 8: Investment Highlights: De-Globalization

    Antero Peak Group Investment Highlights: De-Globalization Transformational Assets Emerging  Constellation Energy (CEG) is the nation’s largest owner of nuclear assets. Investment Highlights  Independent Power Producers (“IPP”) like CEG were historically exposed to volatile CEG: Transforming from a

  9. Slide 9: Investment Highlights: Network Infrastructure Modernization

    Antero Peak Group Investment Highlights: Network Infrastructure Modernization Motorola Solutions: A High Growth Staple, Understanding the World’s Largest Public Safety Player  MSI is a leader in public safety, a MSD% growth market over the last 40 years. Investment Highlights  Dominant in Land Mob

  10. Slide 10: Multiple Exciting Areas to Execute our Process

    Antero Peak Group Multiple Exciting Areas to Execute our Process Aero Normalization CONTRACTING Aerospace is cyclically inflecting ahead of a long duration upcycle supported by secular growth of the global middle class OPPORTUNITY Companies: General Electric Co, Safran SA, TransDigm Group Inc Data M

  11. 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

  12. Slide 12: Investment Results

    Antero Peak Strategy Investment Results 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 higher than that shown. Returns for periods les

  13. Slide 13: 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

  14. Slide 14: Notes and Disclosures

    Artisan Partners Notes and Disclosures Performance: Net-of-fees composite returns were calculated using the highest model investment advisory fees applicable to portfolios within the composite. Fees may be higher for certain pooled vehicles and the composite may include accounts with performance-bas

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