Investor Summary

Jason L. White serves as Lead Portfolio Manager of the Artisan Global Discovery Fund, bringing over two decades of investment experience and unique leadership background. White joined Artisan Partners in May 2000 as an analyst, advancing to portfolio manager in January 2011 and achieving full portfolio manager status in January 2016. His distinctive background includes military service as a Lieutenant in the U.S. Navy from 1995 to 2000, where he served as a Fire Control Officer aboard the USS Lake Erie, developing leadership and analytical skills that translate to investment management. White holds a Bachelor of Science degree in History from the United States Naval Academy, completed between 1991 and 1995. Effective January 1, 2025, he was promoted to Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy alongside Matt Kamm while maintaining his leadership role in the Global Discovery Strategy. He leads a four-person Growth Team that collectively brings extensive experience in identifying growth opportunities across global markets.

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Fund Strategy

The Growth Team seeks to invest in companies with franchise characteristics that are benefiting from an accelerating profit cycle and are trading at a discount to private market value. The team employs a proprietary capital allocation methodology called Garden, Crop, Harvest® Investing, which builds position size according to conviction and the company's stage in the profit cycle. Garden stage represents earlier profit cycles with emerging growth potential, Crop stage captures companies with realized profits and established growth trajectories, and Harvest stage identifies companies in decelerating profit cycles. The investment process is fundamentally bottom-up, focusing on franchises with strong growth potential, accelerating profit cycles, and reasonable valuations. Key investment themes include healthcare innovation, digital consumption, internal company transformation, modern software tools transforming work, and developments in artificial intelligence.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
12.2% 1.6% 11.8%
2025 2024
11.8% 16.1%