Artisan Partners Value Income Fund’s Q1 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Value Income Fund” first quarter 2024 investor letter. In Q1, US equities markets surged to new all-time highs, supported by a robust US economy. The fund’s Investor Class APFWX, Advisor Class APDWX, and Institutional Class APHWX returned 4.87%, 4.87%, and 4.98% respectively, in the quarter compared to a 10.56% return for the S&P 500 Index. The portfolio delivered a good total return in Q1 comprised of premium income and substantial capital appreciation, in line with the firm’s total return expectations. In...