LVMH (EPA:MC) in Artisan International Fund Q2 2024

Luxury Goods Giant with Strong Brand Portfolio and Global Reach

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Apr 15, 2025
Summary
  • Leading position in the global luxury goods market.
  • Diverse brand portfolio driving revenue growth.
  • Risks include economic downturns and changing consumer preferences.
  • Recent performance supported by strong demand in key markets.
  • Future outlook remains robust with expansion in emerging markets.

LVMH Moët Hennessy Louis Vuitton (EPA:MC, Financial) was a significant holding in the Artisan International Fund Q2 2024, reflecting the fund's confidence in the company's leadership in the luxury goods sector. The fund managers, including Mark L. Yockey, CFA, noted LVMH's diverse brand portfolio and its ability to capture growth opportunities in emerging markets.

"LVMH's strong brand portfolio and global reach position it well to navigate economic uncertainties and capitalize on long-term growth trends in the luxury goods market. The company's strategic focus on expanding its presence in emerging markets further enhances its growth prospects." — Artisan International Fund, Q2 2024 Fund Letter

Read full letter at gurufocus artisan international fund q2 2024 commentary 2024 Q2 page.