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All Articles on Seeking Alpha

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Artisan Global Value Fund Q1 2026 Commentary
2026-04-22 · via All Articles on Seeking Alpha

Summary

  • Our top-performing stocks this quarter were Samsung Electronics, Shell and Novartis.
  • Our worst contributors were Heidelberg Materials, American Express and Elevance.
  • We made no meaningful changes to the portfolio this quarter.
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Investment Process

We seek to invest in high-quality, undervalued companies with strong balance sheets and shareholder-oriented management teams.

Undervaluation

Determining the intrinsic value of a business is the heart of our research process. Intrinsic value

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