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Artisan Global Discovery's investment thesis on RBC Bearings Incorporated ($RBC) — Q2 2025 | Buyside Digest

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$RBCNYSERBC Bearings Incorporated

BULL

Artisan Global Discovery—RBC

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$569.41USD

+16.6% vs last month

$388.59Pitched

+46.5% since pitch

Market Cap$18.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During Q2 2025, the Artisan Global Discovery Fund delivered solid absolute returns of 10.84% (Investor Class) but trailed the MSCI AC World Small Mid Index. Markets experienced intense...

— Jason White

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Other pitches on $RBC

Other investors who've written on RBC Bearings Incorporated

Oakmark Global Select FundBULL

Pitched Jul 15, 2026

RBC Bearings is enjoying strong market tailwinds alongside other aerospace and defense businesses, supported by robust demand for its highly engineered precision bearings. The manager highlights...

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