Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Tight Spreads Shouldn't Diminish High Yield's Appeal
  • While it could be argued that the opportunity in credit markets is less interesting than it was previous points at in the current credit cycle, the Artisan Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.
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  • Finding Growth in a Maturing Bull Market
  • Artisan Partners Growth team discusses where it is finding compelling growth opportunities against the backdrop of a maturing bull market.
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  • Where We Are Finding Growth—Health Care Innovation
  • The Artisan Partners Growth Team shares its views on the evolution of the health care industry, and opportunities it is finding in harnessing this trend.
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  • Emerging Markets: The Changing Dynamics
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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.
  • 1-Year Anniversary—Artisan Thematic Fund
  • The Thematic team celebrates the 1-year anniversary of its Thematic Fund.
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  • An Analyst's Approach to Valuation
  • Gurpreet Pal, Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
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  • Impact of Tax Reform on High Yield Markets
  • Artisan Partners Credit Team provides insight on the US tax reform bill passed in December which created a number of sweeping changes to the tax code, including a reduced corporate tax rate along with modifications to a number of existing credits and deductions.
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  • 10-Year Anniversary—Artisan Global Value Fund
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  • Finding Retail Opportunities in the Age of Amazon
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