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Ovzon AB

1 letter discussing OVZON. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund exited LS Electric and Hanwha Aerospace, reduced LIG Defense and Aerospace, and added Sumitomo Electric Industries, Techtronic Industries and Ryanair as valuations and risk-reward shifted. The fund retained conviction in AI infrastructure, electrification, European banks and aerospace and defense despite volatility in semiconductor and defense holdings. Q2 2026 010120 $20B012450 $32BBSX $61B