Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.
The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.
Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.
Where We Are Finding Growth—Transforming How We Work
The Artisan Partners Growth Team discusses how explosive growth in data is transforming how we work—and where that transformation is creating compelling investing opportunities.
Where We Are Finding Growth—Health Care Innovation
The Artisan Partners Growth Team shares its views on the evolution of the health care industry, and opportunities it is finding in harnessing this trend.
