While NVIDIA and other GPU manufacturers have garnered significant attention in the AI space, the Growth team identifies several other market segments poised to benefit from AI advancements.
The Growth team highlights why it believes the fast-casual restaurant industry’s combination of a compelling value proposition, significant potential for new store expansion, and superior store-level economics could be a recipe for success.
The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
The Strategic and Tactical Case for Global Smaller Caps
The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
Artisan Global Discovery Strategy: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Growth Team 5 in 5: Consumer Opportunities in the Current Environment
Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
From Epidemic to Opportunity: Investing in Obesity Treatments
The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
The Artisan Partners Growth Team explores the impacts of consolidation, reduced cyclicality and content growth in the semiconductor industry and shares where the team is uncovering opportunities.
2022 marked the fourth year of the Artisan Partners Growth Team’s ESG journey. This year’s report includes a reflection on the state of the ESG industry, the progress made over the fourth year of the team's ESG journey, select stewardship engagements, proxy voting and policy updates, and updated sustainability metrics for our portfolios.
Growth Team 5 in 5: Thoughtful Insights on Health Care Innovation
Artisan Partners Growth Team Portfolio Manager Matt Kamm and Associate Portfolio Manager Martin Jochmann discuss timely topics within the health care industry in the team’s new series, 5 Questions in 5 Minutes.
In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Artisan Global Discovery Strategy: A Best Ideas, Global Growth Portfolio
The Growth team explains key attributes of the Artisan Global Discovery Strategy, a highly flexible portfolio representing some of the team's best ideas across the global economy.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
