Artisan Select Equity Fund Q1 2025 Commentary

Artisan Partners
57 Followers
(24min)

Summary

  • Our top performers this quarter were Heidelberg Materials, Alibaba and Berkshire Hathaway.
  • The selloff after quarter-end made valuations more attractive. Earnings estimates are likely too high given the negative impact tariffs will almost certainly have.
  • The duration and extent of earnings pressure will be a function of how long current tariff policies stay in place.

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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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