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Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty.
The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care.
Strong stock selection in technology and energy partially offset these headwinds.
The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply.
Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential.
Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM).
Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases.
On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share.
Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks.
Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
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