Showing 1 - 20 of 20 results
  • 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.
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  • Potential for Large Opportunity with Small Caps
  • 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.
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  • The Case for Small Cap Optimism
  • 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.
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  • 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.
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  • The Semiconductor Opportunity: Electric Vehicles
  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • Artisan Partners Growth Team—2022 Annual Sustainability Report
  • 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.
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  • 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.
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  • Navigating Today’s Market Environment
  • 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.
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  • Artisan Partners Growth Team—2021 Annual Sustainability Report
  • 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.
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  • 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.
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  • Artisan Partners Growth Team—2020 Annual Sustainability Report
  • 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.
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  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
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  • Video Update—Embracing Volatility
  • Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.
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