Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • 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
  • 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.
  • 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.
  • 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
  • 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.
  • View PDF
  • 10-Year Anniversary—Artisan Global Value Fund
  • View PDF
  • Finding Retail Opportunities in the Age of Amazon
  • View PDF