Artisan Select Equity Fund Q1 2026 Commentary
Artisan Partners
·
2026-05-19
·
via All Articles on Seeking Alpha
Summary
- Our top-performing stocks this quarter were Samsung Electronics, Shell and Lam Research.
- Our worst contributors were IQVIA, American Express and Heidelberg.
- We exited our investments in Everest Group and PayPal during the quarter.
Thawatchai Chawong/iStock via Getty Images
“The future ain’t what it used to be.” —Yogi Berra
This was one of the more eventful quarters in recent memory.
Artificial intelligence (AI) continues to give us plenty to think and write about. We have done
此内容由惯性聚合(RSS阅读器)自动聚合整理，仅供阅读参考。 原文来自 — 版权归原作者所有。
