Should You Consider Increasing Your Holdings in US Foods Holding Corp. (USFD)?

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund’s Investor Class APFDX returned -3.67%, Advisor Class APDDX posted a return of -3.65%, and Institutional Class APHDX returned -3.62%, compared to a -1.71% return for the MSCI All Country World Small Mid Index. Investor sentiment as 2025 approached was positive. In 2024, US...