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Lewis Kaufman's New Fund (ARTYX) - Portfolio Allocation as of 6-30-15
Here is a first look at the portfolio of the new Artisan Developing World Fund from Lewis Kaufman. It appears similar in style to his previous fund at Thornburg, namely, large-cap growth. See link below.
About 37% of the invested portion is in firms headquartered in developed markets, his peers run about 10 points lower. Domestic names in the portfolio: Visa, Facebook, and Kansas City Southern. Lesser-known names include First Cash Financial (pawn shops in the US and Mexico) and EPAM Systems (small software firm). The former has one analyst covering it, the latter has none. Other developed stocks include Diageo and Delphi Automotive.
On whole, a somewhat higher-priced portfolio than its peers.
And it's seven weeks old, so that's all just for curiosity and fun.
Comments
About 37% of the invested portion is in firms headquartered in developed markets, his peers run about 10 points lower. Domestic names in the portfolio: Visa, Facebook, and Kansas City Southern. Lesser-known names include First Cash Financial (pawn shops in the US and Mexico) and EPAM Systems (small software firm). The former has one analyst covering it, the latter has none. Other developed stocks include Diageo and Delphi Automotive.
On whole, a somewhat higher-priced portfolio than its peers.
And it's seven weeks old, so that's all just for curiosity and fun.
David