Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Finding Sustainable Growth in Financial Exchanges
  • Artisan Partners Global Equity Team discusses the sustainable growth opportunities it's finding in the consolidated global financial exchanges industry.
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  • Where We Are Finding Growth—Transforming How We Work
  • The Artisan Partners Growth Team discusses how explosive growth in data is transforming how we work—and where that transformation is creating compelling investing opportunities.
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  • Late-Cycle Credit Investing: Risks and Opportunities
  • With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.
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  • Where We Are Finding Growth—Health Care Innovation
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  • Where We Are Finding Growth—Internal Change Catalysts
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • What Will Be Emerging Markets’ Next Evolution?
  • As emerging market economies evolve, so do the most attractive long-term investments. The Artisan Partners Sustainable Emerging Markets Team discusses where investors should look for new opportunities.
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  • Accounting for Country Risk Over Time
  • Country risk assessments must be as dynamic as the countries they measure. The Artisan Partners Sustainable Emerging Markets Team elaborates on how it factors country risk into its investment process.
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  • The Critical Importance of Travel
  • In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
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  • How Globalization and Global Trade Impact Emerging Markets
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  • A Forward-Looking Approach to Sustainability
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  • ESG in Emerging Markets: A Differentiated Perspective
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  • Artisan High Income Fund—5-Year Review
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  • High Income Fund—25 Jul 2019
  • Bryan Krug, portfolio manager of Artisan High Income Fund discusses portfolio positioning, where the team is finding the most attractive opportunities and the current market environment.
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  • High Income Fund—30 Apr 2019
  • Bryan Krug, portfolio manager of Artisan High Income Fund discusses portfolio positioning, where the team is finding the most attractive opportunities and the current market environment.
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  • Thematic Team—25 Apr 2019
  • Portfolio Manager Christopher Smith discusses the Artisan Partners Thematic Team's unique approach to capitalizing on multi-year thematic trends.
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  • Developing World Fund—17 Apr 2019
  • Lewis Kaufman, portfolio manager of Artisan Developing World Fund, discusses his team’s investment process, portfolio positioning, where he is finding the most attractive opportunities and the current market environment.
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  • Sustainable Emerging Markets Team—16 Apr 2019
  • Portfolio Manager Maria Negrete-Gruson discusses the investing environment, portfolio performance and positioning, and where the team is finding opportunities.
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  • High Income Fund—28 Jan 2019
  • Bryan Krug, portfolio manager of Artisan High Income Fund discusses portfolio positioning, where the team is finding the most attractive opportunities and the current market environment.
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Annual highlights of fund performance and positioning.

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