Artisan Partners
Artisan US Mid Cap Value Strategy
US Mid-cap Value
Dec 2024 → Jun 2025
Our archive holds 4 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Artisan Partners for every strategy.
Its investment theses
- CDWJun 2025CDW is a resilient value-added reseller of IT solutions, poised for steady growth by consolidating its share in the fragmented VAR market, particularly by serving small and medium businesses.
- Align TechnologyJun 2025Align Technology is a medical device company specializing in Invisalign clear aligners, which we view as a high-quality investment opportunity acquired at a reasonable price following market volatility.
- Permian ResourcesMar 2025Permian Resources is an independent oil and gas company focused on the Delaware Basin, committed to generating substantial free cash flow, returning capital to shareholders, and pursuing responsible operations while capitalizing on undervalued assets.