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Formula One's Growth Potential and the GLP-1 Weight Loss Revolution

Feb 101 min read

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on two key investment themes shaping the Artisan Global Discovery portfolio.


Chip discusses the transformation of Formula One under new ownership, highlighting its transition to streaming, expanding global reach, and upcoming media rights negotiations that could significantly boost revenue. He also explores the GLP-1 weight loss drug boom and how lesser-known suppliers like Gerresheimer and West Pharmaceuticals are capitalising on surging demand for injector pen components.


Watch the full video below to discover how these trends are creating compelling investment opportunities.



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The Artisan Global Discovery Fund invests all or substantially all of its assets in Artisan Global Discovery Fund (Fund), a sub-fund of Artisan Partners Global Funds plc. Artisan Partners Limited Partnership serves as investment manager to the Fund. Artisan Partnership Limited Partnership, its affiliates and Artisan Partners Global Funds plc (together, Artisan Partners) are not affiliated with Copia Investment Partners. Artisan Partners does not take any responsibility for the accuracy or completeness of the contents of these materials, any representations made herein, or the performance of the Artisan Global Discovery Fund offered by Copia Investment Partners. Artisan Partners disclaims any liability for any direct, indirect, consequential or other losses or damages, including loss of profits, incurred by you or by any third party that may arise from any reliance on these materials. Artisan Partners is not responsible for, nor involved in, the marketing, distribution or sales of shares or interests in the Artisan Global Discovery Fund and is not responsible for compliance with any marketing or promotion laws, rules or regulations; and no third party, other than Copia Investment Partners, is authorised to make any statement about any of Artisan Partners’ products or services in connection with any such marketing, distribution or sales. Past performance by any other funds or accounts advised by Artisan Partners, including the Fund into which the Artisan Global Discovery Fund invests, is not indicative of any future performance by the Artisan Global Discovery Fund. © 2022 Artisan Partners. All rights reserved.

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