In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy disclosed initiating positions in GE Aerospace (NYSE:GE). The fund stated it made the move following a geopolitically driven pullback, as it believed investor worries about higher airline costs, ticket prices, and their impact on passenger demand and aircraft orders were overdone. The fund sees GE Aerospace positioned for a long-duration profit cycle, supported by its engine backlog and planned increase in new aircraft deliveries.