Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Where We Are Finding Growth—Financials Are Investible Again
  • Artisan Partners Growth Team discusses opportunities it is finding in the recently investible financials sector.
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  • 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.
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  • 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.
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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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  • Where We Are Finding Growth—The Rise of Emerging Markets Consumers
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • Video Update—Dan Kane, U.S. Value Team
  • Portfolio manager Dan Kane discusses the team's thoughts on the current market environment, and where they are finding attractive investment opportunities.
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  • Video Update—Jim Kieffer, U.S. Value Team
  • Portfolio manager Jim Kieffer explains common bad investing habits and why the team believes a benchmark-agnostic approach matters.
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  • Video Update—George Sertl, U.S. Value Team
  • Portfolio manager George Sertl walks through the team's perspectives on the energy sector, and explains the drivers of portfolio positioning.
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  • 3-Year Anniversary—Artisan High Income Fund
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  • Identifying Growth Opportunities in Financials
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  • Beyond Borders—Capturing Emerging Markets Growth via Multinationals
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