Artisan Partners
Artisan Partners Global Value Strategy
Global Large-cap Value
Mar 2025 → Sep 2026
Our archive holds 9 letters from this strategy, behind 17 investment theses and positions in 35 companies. Every quote below is copied verbatim from the letter it came from.
9 letters in 2 years · follow all of Artisan Partners for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Composite Net
- YTD+7.5%index +13.0%
- 1Y+15.6%index +16.8%
- 3Y · /yr+21.5%index +21.7%
- 5Y · /yr+12.7%index +11.6%
- 10Y · /yr+11.4%index +12.4%
- Inception · /yr+9.2%index +7.6%
Index: MSCI All Country World Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Artisan Partners Global Value Strategy | +7.5% | +15.6% | +21.5% | +12.7% | +11.4% | +9.2% |
| MSCI All Country World Index | +13.0% | +16.8% | +21.7% | +11.6% | +12.4% | +7.6% |
Calendar years
- 2025+34.2%
- 2024+10.8%
- 2023+26.9%
- 2022−13.5%
- 2021+15.8%
Since inception: Inception: 1 Jul 2007
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 →What it bought and sold
We view this as a fair price and trimmed our position during the quarter.
We added a new holding to the portfolio this quarter, Experian.
We added meaningfully to Marsh during the quarter.
We exited our position in Lam Research.
Also held
Its investment theses
- Meta Platforms IncSep 2026Meta Platforms is positioned to lead in AI thanks to its compute, research, consumer distribution, and internal ad monetization potential.
- IQVIA Holdings IncSep 2026IQVIA is seeing improving CRO demand, durable clinical-trials relevance despite AI concerns, and medium-term double-digit EPS growth potential.
- Shell PLCSep 2026Shell is benefiting from strong oil prices, resilient LNG output, record refinery utilization, and a modest valuation.
- DanoneSep 2026Danone has solid revenue growth, improving margins, and an attractive valuation despite slower Chinese infant formula growth.
- Heidelberg Materials AGSep 2026Heidelberg Materials offers compelling value with improving volumes, pricing recovery potential, and long-term profit growth drivers.
- Samsung Electronics Co LtdSep 2026Samsung Electronics has exceptional memory-market fundamentals, multi-year profit potential, and a very low valuation.
- Marsh & McLennan Companies, Inc.Jun 2026Marsh & McLennan Companies, Inc. is seen as undervalued, with durable commercial insurance brokerage economics and limited AI disruption risk.
- Experian plcJun 2026Experian plc has a proprietary, regulated data moat and strong growth and returns, with AI likely supporting rather than harming the business.
- Alphabet IncJun 2026Alphabet Inc is growing its core search and AI businesses, while Google Cloud is scaling profitably with a large backlog.
- The Charles Schwab CorporationJun 2026Charles Schwab is positioned to defend its float-driven model thanks to its low-cost structure and competitive advantage.