Artisan International Value Fund: Q2 2025 Performance Review

Instructions

This report offers an in-depth analysis of the Artisan International Value Fund's second-quarter performance in 2025, detailing its returns against a key benchmark and highlighting significant equity contributions.

Navigating Global Markets: A Deep Dive into Artisan International Value Fund's Latest Quarter

Quarterly Financial Achievements and Market Comparison for the Fund

During the recent quarter, the Artisan International Value Fund recorded a return of 5.93%. This figure stands in contrast to the broader MSCI EAFE Index, which posted a more substantial gain of 11.78% over the same period. This differential indicates the fund's specific positioning and the market dynamics at play during the quarter.

Long-Term Investment Trajectory of the Fund

Examining the fund's performance over extended periods reveals a compelling picture of growth. The annualized return for the Artisan International Value Fund reached 12.26% over the past year. Over a three-year span, this figure escalated to an impressive 16.04% annually. Looking back five years, the fund maintained a strong annualized return of 15.15%, underscoring its consistent capability to generate value for investors over time.

Leading Equity Contributors to the Fund's Success

A closer look at the equities that significantly boosted the fund's returns during the quarter points to exceptional performances from specific companies. Among the top contributors were Ryanair, a prominent airline known for its low-cost model; Holcim, a global leader in building materials; and Safran, an international high-technology group primarily active in the aeronautics and defense markets. These companies played crucial roles in shaping the fund's positive outcomes for the period.

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