29 June 2015
Milwaukee, Wisconsin. Artisan Partners announced today that it launched the Artisan Developing World Strategy. The Strategy is managed by Lewis S. Kaufman, founding portfolio manager of the Artisan Partners Developing World Team. Mr. Kaufman joined Artisan Partners in February to start the new autonomous investment team. Mr. Kaufman has eight years of portfolio management experience, including the last five years overseeing a developing world strategy, and 15 years of industry experience.
Artisan Partners CEO Eric Colson said, “We have been gradually evolving our investment strategies to reflect increasing degrees of investment freedom, which further allow our teams to manage investment risks and outcomes. The Developing World Strategy—a natural fit with this philosophy—is a high value-added strategy in an asset class that allows active managers to differentiate themselves. Lewis and his team have a unique approach to capitalizing on the tremendous growth opportunities in the developing world.”
In regards to the team’s approach, Mr. Kaufman added, “We believe compounded business value drives longterm capital appreciation, and seek to optimize our stock selection process for challenges unique to the developing world. Our investment process emphasizes financially sound, free cash-flow generative companies with compelling business models, while seeking to mitigate the volatility of returns.”
