Artisan International Fund Advisor Shares · NASDAQ:APDIX
Artisan International Fund Advisor Shares — Artisan Partners — Investor Presentation (February 2025)
18 slides from Artisan International Fund Advisor Shares's investor presentation, Feb 13, 2025
Slide 1: International Investment Insights for 2025
Artisan High Income Fund International Investment Insights for 2025 Mark Yockey—Portfolio Manager Brett Meyer—Chief Operating Officer Artisan Partners Global Equity Team This is an offering of shares of an Artisan Fund and does not create a relationship between the investor and Artisan Partners. The
Slide 2: Investment Process — Quality, Growth and Valuation
Artisan Partners Global Equity Team Investment Process — Quality, Growth and Valuation Themes Sustainable Quality Growth Investment Opportunities Valuation ARTISAN PARTNERS 1
Slide 3: Investment Process — Idea Generation
Artisan Partners Global Equity 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 Energy Transition
Slide 4: Artisan International Fund Looks Relatively Cheap
Artisan Partners Global Equity Team Artisan International Fund Looks Relatively Cheap Est. 3-5 Yr. Earnings Per Share Growth Rate Price /Earnings FY1 Est. 25 45 24.51 23.56 23.88 20.55 40 18.96 19.52 20 35 17.13 17.59 16.86 30 15 25 20 16.80 16.39 10 15.82 15 5 10 5 0 0 10/31/2024 11/30/2024 12/31/2
Slide 5: International Equity Looks Compelling
Artisan Partners Global Equity Team International Equity Looks Compelling 2024 Earnings Contribution 100% 22% 80% 47% 60% Top 20 40% 78% Rest of Index 53% 20% 0% MSCI EAFE S&P 500 5-Yr. Earnings MV Weight Earnings Contrib** Growth Top 20 22.4% 22.1% 16.6% MSCI EAFE Rest of Index 77.6% 77.9% 13.1% To
Slide 6: Investment Results—Average Annual Total Returns
Artisan International Fund Investment Results—Average Annual Total Returns 15% 10% 5% 0% -5% -10% (%) as of 31 Dec 2024 QTD 1 Yr 3 Yr 5 Yr 10 Yr Inception Investor Class: ARTIX -3.44 10.64 0.56 3.58 4.56 8.09 Advisor Class: APDIX -3.38 10.83 0.71 3.73 4.72 8.15 Institutional Class: APHIX -3.35
Slide 7: Investment Themes
Investment Themes
Slide 8: Demographics—Health Care Innovation
Artisan Partners Global Equity Team Demographics—Health Care Innovation Seek high-conviction holdings with strong balance sheets, novel approaches for treatment and promising pipelines Consumer-Driven Care Percentage of Registered Clinical People living longer lives, requiring more care Studies
Slide 9: Demographics—Consumer Trends
Artisan Partners Global Equity Team Demographics—Consumer Trends Pursue leading brands that can provide pricing power and secular growth Traditional Premium Brands Brand equity and strong positioning provide pricing power Number of US Adults Betting on Sports Online 14% of US Adults 40 36.9 “Pre
Slide 10: Financial Services—Durable Cash Flows
Artisan Partners Global Equity Team Financial Services—Durable Cash Flows Invest in competitively advantaged financial intermediaries benefiting from economic and monetary tailwinds Asset Management & Insurance Brokerage Total Global Assets Under Management $160 $145.4 Large and diversified asset
Slide 11: Infrastructure—Strategic Assets
Artisan Partners Global Equity Team Infrastructure—Strategic Assets Research structurally advantaged companies with hard-to-replicate assets Revenues for TIC Industry End Markets Tangible Asset “Moats” Other, 10% Ownership of essential, high-value assets with a natural Consumer monopoly can suppor
Slide 12: Infrastructure—Defense
Artisan Partners Global Equity Team Infrastructure—Defense Research structurally advantaged companies with hard-to-replicate assets Growing number of conflicts fueling demand Annual Real Change in NATO Defense Spending Continuing war in Ukraine increasing need for allies to 12% 10.9% replenish and
Slide 13: Environment—Energy Efficiency and Clean Energy
Artisan Partners Global Equity Team Environment—Energy Efficiency and Clean Energy Seek industry leaders that are providing the solutions to achieve the global energy transition Energy Efficiency Share of Electricity Consumed in Net Zero Emissions 2050 Scenario Industrial gases—reduced emissions a
Slide 14: Sector Weights
Artisan International Fund Sector Weights Source: GICS/MSCI. Percentages shown are of the portfolio securities compared to the MSCI EAFE Index. Cash represented 3.0% of the total portfolio at 31 Dec 2023 and 7.3% at 31 Dec 2024. ARTISAN PARTNERS 13
Slide 15: Portfolio Holdings (% of total portfolio)
Artisan International Fund Portfolio Holdings (% of total portfolio) Communication Services Financials Industrials Real Estate 4.2 Deutsche Telekom AG 5.4 UBS Group AG 2.9 Melrose Industries PLC 1.8 Vonovia SE 0.9 Tencent Music Entertainment Group 3.3 Deutsche Boerse AG 2.6 Canadian Pacific Kansas C
Slide 16: Questions?
Questions?
Slide 17: 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. Carefully consider the Fund's investment objective, risks and charges and expenses. This and other important info
Slide 18: Notes and Disclosures
Artisan Partners Notes and Disclosures Definitions: S&P 500® Index measures the performance of 500 US companies focused on the large-cap sector of the market. Price-to-Earnings (P/E) is a valuation ratio of a company's current share price compared to its per-share earnings. MSCI EAFE Index measures
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