Artisan Partners sees value in Brenntag and energy firms amid rising energy costs and shift to alternatives.

Artisan Partners highlights Brenntag's attractive valuation and management's operational improvements, alongside investments in companies like Smiths Group and Rotork that benefit from global energy infrastructure growth. They expect ongoing oil price volatility to boost demand for alternative energy and electrification, reflected in their investments in SolarEdge Technologies and Landis+Gyr. These moves position their portfolio to thrive amid rising energy costs and the energy transition.