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Investment Results (%)
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Artisan International Value Fund Q1 2025 Commentary
Summary
- In early March, the German government announced that it would tap its strong balance sheet to launch a sweeping infrastructure spending package exceeding $500 billion.
- The best performing stocks during the quarter were Alibaba Group, Lloyds Banking Group and Novartis.
- During the quarter, we took advantage of attractive valuations to initiate and build meaningful positions in two excellent businesses: ICON and Diageo.
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