Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” second quarter investor letter. A copy of the same can be downloaded here. In the second quarter, its Investor Class: APFDX returned -20.46%, Advisor Class: APDDX posted a return of -20.42%, and Institutional Class: APHDX returned -20.40%, compared to the benchmark return of -15.66% for the MSCI All Country World Index. In addition, please check the fund’s top five holdings to know its best picks in 2022.
Artisan Partners discussed stocks like Teledyne Technologies Incorporated (NYSE:TDY) in the second quarter investor letter. Headquartered in Thousand Oaks, California, Teledyne Technologies Incorporated (NYSE:TDY) is an enabling technologies provider for industrial growth. On September 23, 2022, Teledyne Technologies Incorporated (NYSE:TDY) stock closed at $351.40 per share. One-month return of Teledyne Technologies Incorporated (NYSE:TDY) was -8.42% and its shares lost 18.94% of their value over the last 52 weeks. Teledyne Technologies Incorporated (NYSE:TDY) has a market capitalization of $16.468 billion.
Here is what Artisan Partners specifically said about Teledyne Technologies Incorporated (NYSE:TDY) in its Q2 2022 investor letter:
“We trimmed our position in Teledyne Technologies Incorporated (NYSE:TDY) during Q2 as shares approached our PMV estimate. Teledyne is a supplier of enabling technologies to sense, transmit and analyze information for a diverse group of end markets, including aerospace & defense, factory automation, medical imaging, oil & gas, pharmaceutical research and environmental monitoring. The company is delivering healthy organic growth despite headwinds from semiconductor shortages, led by particular strength in its dental and industrial imaging. Margins and cash flows have accelerated as management has successfully integrated its 2021 acquisition of FLIR Systems, a leader in thermal imaging systems. Meanwhile, Teledyne’s shares have recently benefited from an anticipated increase in demand from Western governments seeking to supply Ukraine with military equipment. The company’s aerospace and defense segment is not core to our thesis—Teledyne’s margins and top-line growth have benefited for over a decade from reducing exposure to this area and placing more emphasis on asset-light businesses—though in the current environment it will likely experience a period of elevated demand.”
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Teledyne Technologies Incorporated (NYSE:TDY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held Teledyne Technologies Incorporated (NYSE:TDY) at the end of the second quarter which was 38 in the previous quarter.
We discussed Teledyne Technologies Incorporated (NYSE:TDY) in another article and shared the semiconductor stocks to buy according to Israel Englander’s Millennium Management. In addition, please check out our hedge fund investor letters Q2 2022 page for more investor letters from hedge funds and other leading investors.
Disclosure: None. This article is originally published at Insider Monkey.
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