News Summary

• Artisan Partners released its second-quarter 2026 investor letter for the "Artisan Mid Cap Fund".
• Global equities rebounded sharply in Q2 2026, recovering from March lows.
• The portfolio generated strong absolute returns and outperformed the Russell Midcap® Growth Index.
• Healthcare was the largest contributor, with biotech holdings driving gains.
• Software exposure, aerospace and defense holdings, and communication services positions weighed on relative performance.
• The fund continues to focus on identifying high-quality growth companies with durable secular trends and attractive valuation opportunities.