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MACOM Technology Solutions Holdings (MTSI) Surged in Q4 Amid Robust Growth in Data Center & Defense Sectors

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, the fund’s Investor Class APFDX returned 2.65%, Advisor Class APDDX posted a return of 2.69% and Institutional Class APHDX returned 2.76%, compared to a -0.99% return for the MSCI All Country World Index. US stocks ended a strong year with strong gains in Q4. The portfolio outperformed the index in both Q4 and 2024. Strong stock selection drove the portfolio’s performance in Q4. In...