Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
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  • Where We Are Finding Growth—Internal Change Catalysts
  • Artisan Partners Growth Team discusses opportunities it is finding in companies with compelling internal change catalysts.
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  • The Quest for Yield
  • Artisan Partners Credit Team discusses the quest for yield by fixed income investors in an environment characterized by low yields and shares its views on why the non-investment grade credit space remains attractive on a relative basis.
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  • Where We Are Finding Growth—Next-Generation Data Analytics
  • Artisan Partners Growth Team discusses the opportunities it sees as firms increasingly harness the power of data and data analytics to improve strategic decision making.
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  • Where We Are Finding Growth—The Rise of Emerging Markets Consumers
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  • Where We Are Finding Growth—Industrial Process Innovation
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  • Where We Are Finding Growth—Biopharmaceutical Innovation
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
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  • Identifying Growth Opportunities in Financials
  • Growth Team portfolio managers Jim Hamel and Craigh Cepukenas discuss their recent views on the financials sector.
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  • Perspectives on the New GICS® Real Estate Sector
  • Artisan Partners U.S. Value Team discusses its views on the new GICS® real estate sector.
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  • Beyond Borders—Capturing Emerging Markets Growth via Multinationals
  • Artisan Partners Global Equity Team discusses companies they believe offer attractive exposure to emerging markets demand.
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  • Video Update—Jim Kieffer, U.S. Value Team
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  • Video Update—Matt Kamm and Jason White, Growth Team
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  • Video Update—Mark Yockey, Global Equity Team
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