Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • alternative text here
  • Perspectives on the Energy Sector
  • Artisan Partners U.S. Value Team discusses its perspectives on the energy sector and details several factors they believe make quality businesses in the space particularly interesting.
  • View PDF
  • alternative text here
  • Emerging Markets: The Changing Dynamics
  • Artisan Partners 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.
  • View PDF
  • alternative text here
  • Where We Are Finding Growth—Internal Change Catalysts
  • Artisan Partners Growth Team discusses opportunities it is finding in companies with compelling internal change catalysts.
  • View PDF
  • Where We Are Finding Growth—Next-Generation Data Analytics
  • View PDF
  • Where We Are Finding Growth—The Rise of Emerging Markets Consumers
  • View PDF
  • Where We Are Finding Growth—Industrial Process Innovation
  • View PDF
Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • alternative text here
  • 3-Year Anniversary—Artisan High Income Fund
  • Artisan Partners Credit Team believes building a portfolio with an attractive risk-adjusted return profile is key to long-term success in the asset class.
  • View PDF
  • alternative text here
  • The Case for Large Caps
  • Portfolio manager George Sertl discusses where the team is finding attractive investment opportunities in Artisan Value Fund.
  • View PDF
  • alternative text here
  • Identifying Growth Opportunities in Financials
  • Growth Team portfolio managers Jim Hamel and Craigh Cepukenas discuss their recent views on the financials sector.
  • View PDF
  • Beyond Borders—Capturing Emerging Markets Growth via Multinationals
  • View PDF
  • Video Update—Jim Kieffer, U.S. Value Team
  • Watch Now
  • Video Update—Matt Kamm and Jason White, Growth Team
  • Watch Now
  • Video Update—Mark Yockey, Global Equity Team
  • Watch Now