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.
  • View Online View PDF
  • 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.
  • View PDF
  • 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.
  • View PDF
  • Where We Are Finding Growth—Financials Are Investible Again
  • View PDF
  • Emerging Markets: The Changing Dynamics
  • View PDF
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.
  • View PDF
  • 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.
  • View PDF
  • Disruptive Innovation Creates Opportunities
  • The Global Equity team discusses the disruptive innovations occurring within its identified themes of e-commerce, mobile, digital payments, IoT and big data.
  • View PDF
  • Impact of Tax Reform on High Yield Markets
  • View PDF
  • 10-Year Anniversary—Artisan Global Value Fund
  • View PDF