Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • 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.
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  • Late-Cycle Credit Investing: Risks and Opportunities
  • With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.
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  • Emerging Markets: The Changing Dynamics
  • Artisan Partners Sustainable Emerging Markets Team has witnessed some tectonic shifts in emerging markets over the past decade. Economic developments have broadened the investment opportunity beyond materials and natural resources. Technology and health care companies, for example, are now viable investment prospects.
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  • Where We Are Finding Growth—Health Care Innovation
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  • Where We Are Finding Growth—Internal Change Catalysts
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  • Where We Are Finding Growth—Next-Generation Data Analytics
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • Data-Driven Thematic Opportunities
  • Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.
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  • The Artisan Difference
  • Thematic team portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.
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  • Thematic Idea Generation
  • Thematic team portfolio manager Chris Smith discusses his team’s thematic approach to idea generation.
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  • Investing in the Automobile of the Future
  • Portfolio Manager Rezo Kanovich discusses the massive changes occurring in the automobile industry related to electrification and the evolution of the autonomous driving features, as well as the potential winners that may emerge.
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  • A Forward-Looking Approach to Sustainability
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