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Stock impact report

Artisan Global Opportunities Fund Q3 2024 Commentary [Seeking Alpha]

Artisan Partners Asset Management Inc. Class A (APAM) 
Last artisan partners asset management inc. class a earnings: 4/29 04:01 pm Check Earnings Report
US:NYSE Investor Relations: apam.com
Company Research Source: Seeking Alpha
ARGX TCEHY SE UL ORCL NKE VWDRY HXGBF TEAM NU FERG CSGP TSM AMD ARM ANET APAM ARTFX APDFX APHFX ARTQX ARTIX ARTYX ARTKX ARTMX ARTSX APHKX APHMX APDKX ARTGX APDYX APHJX APHSX ARTJX ARTTX APHIX APDQX ARTLX APDIX APHYX APDMX APDSX ARTHX APDJX APHQX APFDX APDGX ARTZX APDTX APHGX APDLX APHLX APDDX ARTUX APHTX ARDBX APHEX APHDX APDNX ARTNX APHHX APFWX ARHBX APHNX APFPX APDUX APHUX APDPX APHPX APHOX APFOX APDHX APDWX APHWX APDEX ARTBX APDOX Artisan Partners Follower s Follow Play 20min Summary Economic data in Q3 indicated lower inflation and employment, prompting the Fed to cut interest rates by 50bps, influencing global markets and sector performance. Our portfolio underperformed the MSCI AC World Index due to allocation headwinds and negative security selection, particularly in health care and consumer discretionary sectors. Key portfolio changes included new positions in Sea and Unilever, notable adds in Oracle and Nike, and exits from Dexcom, Vestas Wind Systems, and Show less Read more
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