Core Insights - Artisan Partners' Artisan Small Cap Fund reported strong absolute returns in Q4 2025, outperforming both the Russell 2000® Growth Index and the Russell 2000® Index despite elevated volatility and shifting market sentiment [1] - The Fund's strategy focuses on investing in companies with franchise characteristics and strong earnings trajectories at reasonable valuations, with a continued emphasis on identifying profit cycles in 2026 [1] Company-Specific Insights - Integer Holdings Corporation (NYSE:ITGR) is highlighted as a medical device contract development and manufacturing company with a market capitalization of $2.9 billion [2] - The stock of Integer Holdings Corporation closed at $84.12 per share on March 16, 2026, with a one-month return of -3.99% and a 52-week loss of 31.94% [2] - Artisan Small Cap Fund exited its investment in Integer Holdings Corporation due to slower-than-expected revenue growth and lack of margin improvement, compounded by a leadership transition amid a declining profit cycle [3]