Will U-Haul Holding Company (UHAL) be Able to Maintain the Momentum?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, its Investor Class fund ARTQX returned 5.61%, Advisor Class fund APDQX posted a return of 5.65%, and Institutional Class fund APHQX returned 5.71%, compared to an 8.23% return for the Russell Midcap Value Index. Divergent sector positioning, including above-benchmark concentration in...