Artisan Companions, an funding administration firm, launched its “Artisan World Discovery Fund” second-quarter 2025 investor letter. A duplicate of the letter might be downloaded right here. Within the second quarter, the fund’s Investor Class APFDX returned 10.84%, Advisor Class APDDX posted a return of 10.83%, and Institutional Class APHDX returned 10.93%, in comparison with a 11.84% return for the MSCI All Nation World Small Mid Index. World markets skilled volatility in Q2, shifting from double-digit declines to positive aspects. Following President Trump’s April 2 announcement of tariffs on US buying and selling companions, equities fell sharply. Nevertheless, on April 9, he suspended tariff will increase, resulting in a tentative settlement with Beijing in Might. This announcement resulted in a robust rebound, permitting US equities to get better their April losses and rise heading into summer season. As well as, please verify the fund’s prime 5 holdings to know its greatest picks in 2025.
In its second-quarter 2025 investor letter, Artisan World Discovery Fund highlighted shares akin to GoDaddy Inc. (NYSE:GDDY). GoDaddy Inc. (NYSE:GDDY) designs and develops cloud-based merchandise. The one-month return of GoDaddy Inc. (NYSE:GDDY) was -4.66%, and its shares misplaced 9.81% of their worth during the last 52 weeks. On September 26, 2025, GoDaddy Inc. (NYSE:GDDY) inventory closed at $141.40 per share, with a market capitalization of $19.577 billion.
Artisan World Discovery Fund said the next relating to GoDaddy Inc. (NYSE:GDDY) in its second quarter 2025 investor letter:
“Together with Saia and Gerresheimer, we additionally ended our funding marketing campaign in GoDaddy Inc. (NYSE:GDDY), a frontrunner in area registration with robust model recognition. It generates 70% of its income from core area providers and 30% from increased margin purposes and commerce instruments. The corporate’s technique has targeted on utilizing area providers to cross-sell into increased margin merchandise, with ongoing tech modernization anticipated to drive accelerating product adoption and margins. We determined to promote GoDaddy as a consequence of considerations over elevated competitors from Wix and AI-based enterprise fashions, in addition to incremental advertising investments in Airo—its AI-powered suite of instruments to assist companies with their on-line presence. Airo investments may offset working leverage, and far of the low-hanging fruit has already been picked. Whereas its steerage seems conservative and it’s actively shopping for again shares, dangers from elevated competitors and potential macro challenges for small and medium-sized companies stay.”
