Artisan Partners
Artisan Non US Small Mid Growth Strategy
International Mid-cap Growth
Dec 2024 → Jun 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Artisan Partners for every strategy.
Its investment theses
- BeOne MedicinesJun 2025BeOne Medicines is an innovative biopharmaceutical company with a strong commercial portfolio, including the blockbuster drug BRUKINSA® and a promising pipeline of oncology treatments.
- Edgewise TherapeuticsJun 2025Edgewise Therapeutics is a clinical-stage biotechnology company with significant risk-reward potential, developing innovative treatments for muscular diseases and targeting the multibillion-dollar opportunity in hypertrophic cardiomyopathy and diastolic heart failure.
- RxSightJun 2025RxSight is a company with innovative adjustable intraocular lens technology that has faced recent challenges but is expected to demonstrate long-term value.
- ConvaTecDec 2024ConvaTec is an attractively valued UK-based company with promising potential in infusion set pumps, strong recurring revenues, and innovative technologies, projecting a high-single-digit free cash flow yield.