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 12 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.
What it bought and sold
- ExitedAlphawaveJun 2025
Two recently acquired portfolio companies are WNS Holdings and Alphawave.
Our long-term view, focus on business quality and valuation discipline have led us to add to existing portfolio positions, like NICE and Kinaxis.
We have recently trimmed the position based on valuation.
Our long-term view, focus on business quality and valuation discipline have led us to add to existing portfolio positions, like NICE and Kinaxis.
Adhering to our price discipline, we have trimmed our position over the past two years as the share price rose almost 4X.
Two recently acquired portfolio companies are WNS Holdings and Alphawave.
Also held
- Jet2
- ConvaTec Group
- BeOne Medicines
- Edgewise Therapeutics
- Alcon
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.