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Should Consider Selling Shoals Technologies Group (SHLS) Due to Uncertainty Issues?

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio had a positive absolute return in Q4 but underperformed the Russell 2000 Growth Index due to security selection, particularly in the healthcare and information technology sectors. In the […]

Artisan Small Cap Fund Sold Freshpet (FRPT) as the Stock Approached the Estimated Market Value

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.

Should You Hold Halozyme Therapeutics (HALO)?

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.

What Makes Smartsheet (SMAR) an Attractive Investment Opportunity?

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.

Here s Why Valmont Industries (VMI) Declined Despite Several Secular Tailwinds

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio had a positive absolute return in Q4 but underperformed the Russell 2000 Growth Index due to security selection, particularly in the healthcare and information technology sectors. In the […]

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