The Artisan Mid-Cap Value Fund, in the final quarter of 2025, achieved a modest edge over the Russell Midcap\u00ae Value Index. This period saw a dynamic adjustment in the fund's holdings, marked by the strategic acquisition of four new companies. A notable addition was Prosperity Bancshares, based in Houston, underscoring the fund's focus on specific market opportunities. Concurrently, the fund strategically exited positions in WaFd, a regional bank situated in Seattle, LKQ, a major distributor of vehicle components, and Bio-Rad, a manufacturer specializing in life science research and clinical diagnostics.
The fund's investment methodology is meticulously crafted around identifying businesses that are not only undervalued but also possess sound financial structures and compelling economic models. This selective approach is rooted in the belief that such companies are inherently more resilient to market fluctuations and less prone to a decline in their intrinsic worth. The continuous evaluation and adjustment of the portfolio reflect a disciplined strategy aimed at fostering sustained growth and stability for investors.
By prioritizing companies with these core attributes, the Artisan Mid-Cap Value Fund endeavors to build a robust portfolio capable of navigating various economic landscapes. This prudent investment philosophy, characterized by thorough due diligence and strategic rebalancing, is designed to deliver long-term value and secure financial outcomes for its stakeholders, promoting a positive and proactive stance in wealth management.
