Artisan Partners
Artisan Partners Sustainable Emerging Markets Strategy
Emerging markets Large-cap Quality
Dec 2024 → Jun 2026
Our archive holds 6 letters from this strategy, behind 19 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years — follow all of Artisan Partners for every strategy.
What it bought and sold
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
We exited our position in Buenaventura, a Peruvian mining company.
Also held
Its investment theses
- GPS Participacoes e EmpreendimentosJun 2026GPS Participacoes e Empreendimentos is a Brazilian outsourcing consolidator with scale, diversified services and an M&A-led path to market share gains.
- AngloGold AshantiJun 2026AngloGold Ashanti is a global gold miner with a higher-quality, lower-cost portfolio and disciplined capital allocation that support long-term cash generation.
- SK HynixJun 2026SK Hynix is a memory leader whose HBM technology and collaboration with NVIDIA underpin its AI-related competitive advantage.
- MediaTekJun 2026MediaTek is a leading fabless chip designer whose scale and custom-silicon expertise expand it into AI compute beyond smartphones.
- GamudaJun 2026Gamuda is an infrastructure contractor with rail and tunneling expertise, a strong domestic franchise and international growth opportunities.
- XiaomiJun 2026Xiaomi is a consumer technology platform with a strong brand and an opportunity to extend into new connected categories and EVs.
- Vista EnergyDec 2025Vista Energy is Argentina’s leading independent oil producer with a clear Vaca Muerta-driven growth plan and improved profitability and export capacity.
- Samsung EpisDec 2025Samsung Epis is a biosimilars developer with scale, expertise, partnerships, and a robust pipeline positioned for durable growth in a expanding market.
- WuXi Biologics (Cayman) Inc.Dec 2025WuXi Biologics (Cayman) Inc. is a leading biologics CDMO with best-in-class capabilities, scale, and innovation that support a favorable long-term outlook despite near-term headwinds.
- MercadoLibre, Inc.Dec 2025MercadoLibre, Inc. is Latin America’s leading e-commerce and fintech ecosystem with logistics and infrastructure advantages that support sustained market leadership and growth.