Letters by company

LIG Nex1 Co Ltd

2 letters discussing 079550. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund added CSG, Fujikura and Sun Hung Kai Properties while closing BFF Bank and cutting its insurance exposure after reassessing risk-reward. The portfolio favors electrification and defense companies, citing grid investment, AI-related power demand, rising defense procurement and constrained industrial supply. Q1 2026 010120 $20B012450 $32B079550 $9.4B
Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund reduced defense exposure after strong gains and redeployed capital toward electrification, while building consumer-staples holdings led by Tesco. The portfolio added Samsung Electronics, MNC Solutions and CATL on AI infrastructure, defense modernization and battery-demand theses, and exited Air Liquide, BAE Systems, RTX, Amazon and MercadoLibre on valuation grounds. Q4 2025 010120 $20B012450 $32BCYATY $1.6T