Artisan Partners Asset Management Inc. · NYSE:APAM
Artisan Partners Asset Management — Investor Presentation (January 2025)
13 slides from Artisan Partners Asset Management's investor presentation, January 2025
Slide 1: Antero Peak Group — Investor Update
Q4 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
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: Year-to-Date Review
Antero Peak Group Year-to-Date Review We Are Executing Well Across Multiple Sectors and Within the Magnificent Seven In 2024, the Antero Peak Strategy (Net) gained 31.39% vs. 25.02% for the S&P 500® Index. Since Inception inception, the strategy has outperformed the index by 3.02% net of fees, ret
Slide 4: Perspectives on the Revisions Cycle: Growth Picking Up, but Reasons for Caution
Antero Peak Group Perspectives on the Revisions Cycle: Growth Picking Up, but Reasons for Caution Growth Is Accelerating, Yet Revisions Remain Very Weak Despite an overall stabilization in estimates, total revisions remain supported by the M7, with the remaining 493 moving lower. Downward revisi
Slide 5: 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 6: A Note Regarding Our International Exposure
Antero Peak Group A Note Regarding Our International Exposure Supply Chains Are Deglobalizing, but Competition Remains: Winners Are Increasingly Taking All At the Antero Peak Group, we aim to find large areas of inflection fueled by secular tailwinds with companies that are accelerating and revisi
Slide 7: Investment Highlights: De-Globalization—Powering Future Electrical Demand
Antero Peak Group Investment Highlights: De-Globalization—Powering Future Electrical Demand The Practical Reality of Power Demand Points to Natural Gas Domestic power demand did not grow for the last two decades and is now anticipated to Investment Highlights grow more than 20% over the next 10 ye
Slide 8: Investment Highlights: Data Monetization—Capital Markets Recovery
Antero Peak Group Investment Highlights: Data Monetization—Capital Markets Recovery Multifaceted Inflection Taking Shape We see multiple areas where cyclical tailwinds are amplifying a secular growth trend. Investment Highlights Private Equity, Private Credit, Real Estate, and Infrastructure are
Slide 9: 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, TransDigm Group Inc Machine learning,
Slide 10: 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 11: 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
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 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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