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.
  • A Forward-Looking Approach to Sustainability
  • Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its environmental, social and corporate governance factors.
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  • ESG in Emerging Markets: A Differentiated Perspective
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
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  • Artisan High Income Fund—5-Year Review
  • What sets the Artisan High Income Fund apart from peers? Founding portfolio manager Bryan Krug reflects on the last five years and offers insights on the team’s differentiated approach.
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  • Corporate Governance Considerations in Emerging Markets
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  • Are Negative Screens Valuable in Emerging Markets Investing?
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