Artisan Partners
Artisan Partners U.S. Mid‑Cap Value Strategy
US Mid-cap Value
Dec 2025 → Jun 2026
Our archive holds 3 letters from this strategy, behind 10 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Artisan Partners for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Composite: Net
- YTD+4.7%index +17.6%
- 1Y+7.6%index +26.6%
- 3Y · /yr+6.5%index +16.5%
- 5Y · /yr+4.0%index +9.5%
- 10Y · /yr+7.6%index +10.6%
- Inception · /yr+10.4%index +10.0%
Index: Russell Midcap® Value Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Artisan Partners U.S. Mid‑Cap Value Strategy | +4.7% | +7.6% | +6.5% | +4.0% | +7.6% | +10.4% |
| Russell Midcap® Value Index | +17.6% | +26.6% | +16.5% | +9.5% | +10.6% | +10.0% |
Calendar years
- 2025+1.9%
- 2024+4.8%
- 2023+18.2%
- 2022−12.9%
- 2021+26.6%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 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 →Also held
Its investment theses
- Brown & Brown IncMar 2026Brown & Brown Inc is a middle-market insurance broker with high-margin, low-capital-intensity economics and resilient demand, now offering favorable valuation amid overstated AI disruption fears.
- Analog Devices IncMar 2026Analog Devices Inc is a leading analog chipmaker benefiting from an improving cycle, strong margins, sticky customer relationships, and long product lifecycles that support durable compounding.
- IQVIA Holdings IncMar 2026IQVIA Holdings Inc combines scaled CRO operations with proprietary healthcare data assets that create a durable moat and strong cash flows, with cyclical and AI concerns offering attractive valuation.
- Permian Resources CorpMar 2026Permian Resources Corp is a Delaware Basin-focused E&P led by aligned founders aiming to generate substantial free cash flow and shareholder returns through disciplined operations and capital allocation.
- Pinterest IncDec 2025Pinterest Inc is a social media platform with improving execution under new management, growing engagement, and ad tailwinds despite tariff and AI-related headwinds.
- NOV IncDec 2025NOV Inc is an oilfield equipment and technology provider with improving margins, strong free cash flow, conservative leverage, shareholder-friendly capital returns, and discounted valuation.
- CDW CorpDec 2025CDW Corp is a leading IT VAR with low capital intensity, strong free cash flow, and durable SMB channel positioning that mitigates disintermediation risk.
- First Citizens BancShares IncDec 2025First Citizens BancShares Inc is a regional bank with improving fundamentals post-SVB acquisition, potential funding benefits, discounted valuation, and buybacks supporting upside.
- Revvity IncDec 2025Revvity Inc is a life sciences and diagnostics company with sticky, high-margin assets and stable diagnostics cash flows trading at a discount to peers.
- Vontier CorpDec 2025Vontier Corp is a fuel dispensing and software provider with strong free cash flow and high returns on capital despite near-term growth headwinds and a muted outlook.