Artisan Partners Asset Management Inc. · NYSE:APAM
Artisan Partners Asset Management — Investor Presentation (2024)
5 slides from Artisan Partners Asset Management's investor presentation, Jul 17, 2024
Slide 1: Secular Growth Trends Driving Investment Opportunities Overseas
Secular Growth Trends Driving Investment Opportunities Overseas Mark Yockey, Andrew Euretig and Michael Luciano | Artisan Partners Global Equity Team For Institutional Investors Only—Not for Onward Distribution
Slide 2: Investment Process—Idea Generation
GLOBAL EQUIT Y TEAM Investment Process—Idea Generation Identify long-term growth themes with the objective of investing in companies having meaningful exposure to these trends Themes Demographics Technology Environment Consumer Trends Artificial Intelligence Alternative Energy Sources Health
Slide 3: Demographics/Health Care Innovation
GLOBAL EQUIT Y TEAM Seek high-conviction holdings with strong balance sheets, novel approaches for Demographics/ treatment and promising pipelines Health Care Life Sciences Setting New Records Each Year Innovation 2023 2020 Consumer-Driven Care 2015 People living longer lives, requiring more care
Slide 4: 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 is an independent investment management firm focused on providing high value-added, active investment strategies
Slide 5: Notes and Disclosures
Notes and Disclosures Portfolio Holdings: For the purpose of determining the portfolio's holdings, securities of the same issuer are aggregated to determine the weight in the portfolio. The holdings mentioned comprised the following percentages of a representative account within the Artisan Global E
Artisan Partners Asset Management — Investor Presentation (2024) on 6ix