Artisan Floating Rate Fund Q1 2025 Commentary

Artisan Partners
57 Followers
(10min)

Summary

  • Our portfolio performed in line with the S&P UBS Leveraged Loan Index during the quarter.
  • Market narratives shifted materially in Q1 as widespread views of continued economic strength and a pro-growth administration earlier in the quarter gave way to rising investor anxiety over economic growth.
  • Our high-conviction approach offers investors, in our view, a materially differentiated portfolio relative to both peers and the broader loan market.
  • In a span of just a few months, prevailing market narratives have dramatically shifted.

Dollar crash

Eoneren

Performance Discussion

Our portfolio performed in line with the S&P UBS Leveraged Loan Index during the quarter. From an asset class perspective, the portfolio benefited from positive selection effects in bank loans while our allocation to corporate bonds added value. By

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57 Followers
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. This site is intended for use with US institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants. Note: This account is not managed or monitored by Artisan Partners, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the firm's official channels.

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