Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Dissecting Dispersion: Uncovering Opportunities in a Bifurcated Market
  • As investor risk tolerance wanes and bouts of volatility become more frequent, growing dispersion is an opportunity to strategically invest. The Artisan Partners Credit Team believes its portfolio is well-tailored to succeed in this environment.
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  • Value in Tech Stocks
  • Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.
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  • The Case for Value
  • The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.
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  • Where We Are Finding Growth—Transforming How We Work
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  • Where We Are Finding Growth—Health Care Innovation
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  • Where We Are Finding Growth—Industrial Process Innovation
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • 3-Year Anniversary—Artisan Focus Fund
  • Artisan Focus Fund celebrates 3-year anniversary.
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  • Invaluable Insights 2020
  • Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value investors to discuss and debate the current challenges facing portfolio managers.
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  • High Income Fund Investor Update—14 Apr 2020
  • Bryan Krug, portfolio manager of Artisan High Income Fund discusses portfolio positioning, where the team is finding the most attractive opportunities in the current market environment.
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  • Maintaining a Long-Term Orientation Amid Heightened Volatility
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  • Navigating Volatility in Global Equity Markets
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  • Emerging Markets Positioning and Opportunities Amid Market Volatility
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  • Disciplined Value Investing in Volatile Times
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