Artisan Partners
Artisan Non US Growth Strategy
International Growth
Mar 2025 → Sep 2025
Our archive holds 4 letters from this strategy and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year · follow all of Artisan Partners for every strategy.
What it bought and sold
We also added Mitsubishi UFJ (MUFJ) and Lloyds Banking Group, two stocks previously held in the portfolio.
With regard to notable trades, we added back CRH and Alibaba as we have more confidence in the growth underpinning these stocks.
With regard to notable trades, we added back CRH and Alibaba as we have more confidence in the growth underpinning these stocks.
We sold some holdings that reached our target price range, including Anheuser-Busch InBev, BATS and Deutsche Telecom.
We also added Mitsubishi UFJ (MUFJ) and Lloyds Banking Group, two stocks previously held in the portfolio.
We sold some holdings that reached our target price range, including Anheuser-Busch InBev, BATS and Deutsche Telecom.
In other additions, we bought into Korea Electric Power, which, like other utilities, is increasing spending on its grid in advance of greater consumption.
We sold Argenx early in the quarter amid tariff uncertainty at the time, relating to imports of pharmaceuticals from Europe.