Artisan Partners
Artisan Partners Floating Rate Strategy
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 1 company. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Artisan Partners for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Composite: Net
- YTD+3.3%index +3.4%
- 1Y+4.5%index +4.7%
- 3Y · /yr+6.9%index +7.1%
- Inception · /yr+6.4%index +6.3%
Index: S&P UBS Leveraged Loan Index
| YTD | 1Y | 3Yper year | Since inceptionper year | |
|---|---|---|---|---|
| Artisan Partners Floating Rate Strategy | +3.3% | +4.5% | +6.9% | +6.4% |
| S&P UBS Leveraged Loan Index | +3.4% | +4.7% | +7.1% | +6.3% |
Calendar years
- 2025+6.8%
- 2024+8.1%
- 2023+14.2%
- 2022−1.5%
Since inception: Inception: 1 Jan 2022
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
- Pelican Products Inc
- Ancestry.com
- Amynta Agency Borrower Inc
- Traeger Grills
- TKC Holdings Inc
- GSM Holdings Inc
- MajorDrive Holdings IV LLC
- Nexus Buyer LLC
- Delta Topco Inc
- 19th Holdings Golf LLC
- Ancestry.com Operations Inc
- Acrisure LLC
- Ryan LLC
- VT Topco Inc