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.
  • Finding Retail Opportunities in the Age of Amazon
  • Portfolio managers Jim Hamel and Jason White discuss the challenge Amazon poses to traditional retailers and where they’re finding compelling opportunities.
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  • A Scientific Approach to Identifying Profit Cycles
  • Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
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  • Reemergence of Earnings Growth
  • Meagan Nace and Maria Negrete-Gruson of the Artisan Partners Emerging Markets Team discuss a key inflection point the team has identified in the profitability of several emerging markets companies.
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  • Video Update—Core Financials Are Investible Again
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