Artisan International Fund Advisor Shares · NASDAQ:APDIX

Artisan International Fund Advisor Shares — Antero Peak Group — Investor Presentation (2023)

12 slides from Artisan International Fund Advisor Shares's investor presentation, 2023

  1. Slide 1: Antero Peak Group — Investor Update

    Q1 2023 Antero Peak Group — Investor Update This is an offering of shares of an Artisan Fund and does not create a relationship between the investor and Artisan Partners. The Notes and Disclosures section of this presentation contains important information. Readers are encouraged to review it carefu

  2. Slide 2: 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

  3. Slide 3: 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

  4. Slide 4: 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.

  5. Slide 5: 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

  6. Slide 6: 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

  7. Slide 7: 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

  8. Slide 8: 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

  9. Slide 9: 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

  10. Slide 10: Investment Results—Average Annual Total Returns (Latest Quarter-End)

    Artisan Focus Fund Investment Results—Average Annual Total Returns (Latest Quarter-End) Expense Ratios ARTTX Annual Report 30 Sep 2022 1.24% Prospectus 30 Sep 20221 1.25% 1See prospectus for further details. Past performance does not guarantee and is not a reliable indicator of future results. Inves

  11. Slide 11: 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

  12. Slide 12: 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

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