Business Overview - Artisan Partners has built its business on a consistent philosophy and business model since its founding[2] - The firm has grown from 1 investment team and strategy in 1995 to 11 investment teams and 26 strategies in 2025[5] - The run-rate revenue for 2025 is $1,129 million[5] Investment Performance Highlights - Bryan Krug won the 2025 U S Morningstar Award for Investing Excellence: Outstanding Fixed Income Portfolio Manager[7] - The High Income Strategy has achieved top 1% performance since inception[8] - The International Value Fund has achieved top 1% performance since inception[10] Assets Under Management (AUM) - Assets Under Management (AUM) increased by 8% year-over-year, reaching $175.5 billion as of June 30, 2025[20] - Equity AUM totaled $156.1 billion, Fixed Income AUM was $15.6 billion, and Alternative AUM was $3.8 billion as of June 30, 2025[22] - Intermediated Wealth AUM grew by 80% over the five years ended June 30, 2025, reaching $105.7 billion[44] Financial Results - Revenues for the second quarter of 2025 were $282.8 million, a 4% increase compared to the second quarter of 2024[24] - Adjusted operating income for the second quarter of 2025 was $89.6 million, a 3% increase compared to the second quarter of 2024[24] - Adjusted net income per adjusted share for the second quarter of 2025 was $0.83, consistent with the first quarter of 2025 and a 1% increase compared to the second quarter of 2024[24]

Investment Strategy & Planning - Fidelity Wealth Management emphasizes building and maintaining a flexible investment strategy tailored to individual circumstances to navigate market volatility [1] - The firm guides clients through financial planning, assessing risk tolerance and comfort levels to determine appropriate asset allocation [1] - Tax-smart investing techniques are utilized to help clients retain more earnings, with Fidelity offering assistance in tax-efficient investing [1] - Portfolio monitoring considers personal situations, market conditions, and the overall economy [1] - Balancing professional management with self-guided tools is key to achieving desired life goals [1] Asset Allocation & Portfolio Management - Asset allocation should be based on time horizon, growth objectives, and the need for protection [1] - International stocks play a role in portfolio diversification [1] - Investment strategies should align with the client's time horizon [1] Market Perspective & Outlook - The webinar addresses managing money during periods of market volatility [1] - Expectations for interest rates are discussed [1] - Fidelity offers various ways to help clients implement their financial plans [1]

So here's my talk track which is I say listen you have one mortal enemy and you choose whoever that mortal enemy is and whoever it is I'm with you we're going to go kill that mortal enemy together but you get one you don't get an arbitrary number of mortal enemies and so in this case I'm like listen is this it is this your one mortal enemy and the founder said yes this is the one mortal enemy like all right them let's go kill them now listen we have a number of companies where they pivot midstream and they ...

Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/oK6FkHwqS8 https://t.co/oK6FkHwqS8 ...

You don’t lose until you sell. Are you a diamond hands holder? 🫴🏼💎 ...

Investment Strategy - The market adage suggests selling into the buildup of a war and buying the invasion [1] - The rationale behind buying the invasion is that the actual event is often less severe than the worst-case scenarios imagined during the buildup [2] - The invasion is like "pulling off the band-aid," the anticipation of pain is worse than the event itself [2] Geopolitical Risk Assessment - The US is unlikely to intervene if it anticipates a prolonged conflict [2]

Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/iGvQVW7I6M https://t.co/iGvQVW7I6M ...

RT scott kirsch (@tradinglord)sometimes you just gotta fuck off for a couple months, read a lot of books, have a lot of honest conversations & then re-appear, hopefully 1% wiser.my gameplan;- output > input(try to consume as little content as possible - notis on for maybe 5 people rest is ev-)It's incredibly important for you to have conviction in your intuition, research and beliefs. The people you listen to shall only provide constructive criticism or further increase your conviction by maybe 10-15%..the ...

Wealth Building Stages - Explores six stages of wealth and evolving strategies at each level [1] - Focuses on practical, data-driven ways to build wealth [2] - Targets individuals with net worth between 10 thousand and 10 million dollars [2] Key Strategies & Considerations - Discusses early savings and side hustles [2] - Addresses ownership leverage and lifestyle trade-offs [2] - Highlights the role of time in wealth building [2] - Considers demographics, inflation, and shifting economic factors [2] - Emphasizes the importance of knowing when to stop climbing the wealth ladder [2] Risk Management & Happiness - Provides guidance on how to climb and avoid falling from the wealth ladder [2] - Explores the relationship between wealth and happiness [2] - Offers final advice on crypto and leverage [2]

Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/8t05oRLD2X https://t.co/8t05oRLD2X ...