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Artisan Global Opportunities Fund Q1 2026 Commentary [Seeking Alpha]
Last edwards lifesciences corporation earnings: 4/23 04:15 pm
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US:NYSE Investor Relations: ir.edwards.com
Negative stock selection in consumer discretionary, communication services and financials drove relative underperformance. During the quarter, we initiated new positions in Edwards Lifesciences, Eli Lilly and Roblox. primeimages/E+ via Getty Images Portfolio Management Jim Hamel, CFA Portfolio Manager (Co-Lead) Angela Wu Portfolio Manager (Co-Lead) Jason White, CFA Portfolio Manager Matt Kamm, CFA Portfolio Manager Jay Warner, CFA Portfolio Manager Investing Environment Global equities declined during Q1 This article was written by Quick Insights ARTRX increased exposure to defense and energy sectors, benefiting from geopolitical shocks, while trimming technology and software positions vulnerable to AI disruption and cyclical risks. Eli Lilly's anticipated Foundayo® launch and expanding Medicare coverage for obesity drugs, and Roblox's stable engagement with undervalued shares, are seen as near-term catalysts supporting growth and margin expansio
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NEWS
NEWS
- Artisan Global Opportunities Fund Q1 2026 Portfolio Activity [Seeking Alpha][Seeking Alpha]
- Edwards Lifesciences to Present at the BofA Securities 2026 Health Care Conference[Business Wire]
- Edwards Lifesciences (EW) had its "overweight" rating reaffirmed by Barclays PLC.[MarketBeat]
- Edwards Lifesciences (EW) was given a new $90.00 price target by Truist Financial Corporation.[MarketBeat]
- Edwards Lifesciences raises FY26 guidance following strong Q1 [Yahoo! Finance][Yahoo! Finance]
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SEC Filings
SEC Filings
- 4/29/26 - Form SCHEDULE
- 4/23/26 - Form 8-K
- 4/9/26 - Form 4
- EW's page on the SEC website
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