Artisan Global Opportunities Fund

Actively managed global growth equity strategy focused on franchise businesses benefiting from accelerating profit cycles and attractive long-term economics.$12.4B AUM6 published ideas

Artisan Global Opportunities Fund is an actively managed global equity fund benchmarked against the MSCI All Country World Index. Its capital-allocation framework builds positions as conviction in a company's profit cycle develops and reduces or exits holdings when valuation becomes less attractive or the profit cycle decelerates.

www.artisanpartners.com

Ideas from Artisan Global Opportunities Fund

LongAMZNAug 2026

Amazon.com, Inc.

Amazon delivered a strong quarter, with AWS revenue growth accelerating to 37% and operating margins expanding meaningfully. The company continues investing to satisfy demand for…

LongSHOPAug 2026

Shopify Inc.

Shopify provides a global commerce platform that allows merchants to manage their businesses across multiple channels. Recent results exceeded expectations, with gross…

LongGEVAug 2026

GE Vernova Inc.

GE Vernova operates power, wind and electrification businesses and continues to experience strong demand. Recent results showed robust order growth and further backlog expansion…

LongAMZNAug 2026

Amazon.com, Inc.

Amazon delivered a strong quarter, with AWS revenue growth accelerating to 37% and operating margins expanding meaningfully. The company continues investing to satisfy demand for…

LongSHOPAug 2026

Shopify Inc.

Shopify provides a global commerce platform that allows merchants to manage their businesses across multiple channels. Recent results exceeded expectations, with gross…

LongGEVAug 2026

GE Vernova Inc.

GE Vernova operates power, wind and electrification businesses and continues to experience strong demand. Recent results showed robust order growth and further backlog expansion…

Letters covered

  • Artisan Global Opportunities Fund Monthly Commentary August 2026August 31, 2026
  • Artisan Global Opportunities Fund Monthly Commentary August 2026August 31, 2026

Source PDFs are not republished here; only extracted ideas and quotes.