Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • 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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  • Emerging Markets: The Changing Dynamics
  • Artisan Partners Sustainable Emerging Markets Team has witnessed some tectonic shifts in emerging markets over the past decade. Economic developments have broadened the investment opportunity beyond materials and natural resources. Technology and health care companies, for example, are now viable investment prospects.
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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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  • Where We Are Finding Growth—Next-Generation Data Analytics
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • What Makes EM a Compelling Asset Class?
  • Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.
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  • 2-Year Anniversary—Artisan Thematic Fund
  • The Thematic team celebrates the 2-year anniversary of its Thematic Fund.
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  • 5-Year Anniversary—Artisan High Income Fund
  • Artisan High Income Fund celebrated its five-year anniversary in March 2019. Founding portfolio manager Bryan Krug reflects on the portfolio’s last five years and offers insights into the team’s differentiated approach.
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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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  • International Small-Mid Fund—18 Apr 2019
  • Rezo Kanovich, portfolio manager of Artisan International Small-Mid Fund, discusses portfolio performance and positioning and where the team is finding the most attractive long-term opportunities.
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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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