Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • The Search for Sustainable Growth
  • Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.
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  • 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
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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.
  • Reemergence of Earnings Growth
  • Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging markets companies.
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  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
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  • Video Update—Broadening Growth World
  • Portfolio managers Matt Kamm and Jim Hamel discuss the potential impact of faster US and global economic growth on their portfolios.
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  • Video Update—Core Financials Are Investible Again
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  • Video Update—Finding Growth in Health Care
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  • Video Update—Internal Change as a Growth Catalyst
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