Artisan Global Equity Fund Q4 2025 Portfolio Movers: Gains, Drags, And Trades

Artisan Partners91 FollowersFollow5ShareSavePlay(12min)CommentsSummaryIn 2025, the Artisan Global Equity Fund outperformed its benchmark, doubling the returns of the MSCI All Country World Index.In Q4, Korean defense names secured $8.5 billion of domestic and export orders.LS Electric added a contract to supply high-voltage transformers worth 460 billion KRW to a renewable power plant that will supply a large data center.UBS Group shares advanced to 17-year highs as investors responded positively to indications that Swiss regulators may adopt a more balanced approach to future capital requirements.SSE received a strong positive market reaction after announcing a 5-year, £33 billion investment plan focused on upgrading UK electricity networks and expanding its renewables footprint. peshkov/iStock via Getty Images The following segment was excerpted from the Artisan Global Equity Fund (ARTHX) Q4 2025 Commentary. In 2025, the Global Equity portfolio outperformed its benchmark, doubling the returns of the MSCI All Country World Index. Our disciplined stock selectionThis article was written byArtisan Partners91 FollowersFollowArtisan 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.