News, Commentary & Archives

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Type Title   Date
Focus Piece

Identifying Sustainable Growth

Learn where Artisan Global Equity Team is finding investment ideas

Featured Funds: Global Small Cap, Global Equity, International Small Cap, International

12/09/2013
Focus Piece

The Technology Sector from a Value Investor’s Perspective

Artisan Partners’ U.S. Value Team discusses the technology sector’s transformation since the late 1990s tech bubble when unproven business models sold for record high stock valuations. Besides today’s much cheaper valuation levels, the technology sector boasts stronger profitability and improved financial health.

Featured Funds: Value

09/30/2013
Focus Piece

Aerospace Companies Take Flight

Artisan Partners Global Equity Team has recently identified a handful of air travel-related stocks which it believes are advantageously exposed to several secular growth drivers and also exhibit key characteristics that it believes lead to sustainable growth.

Featured Funds: International

09/30/2013
Focus Piece

Where We Are Finding Growth - Mobile Internet

Artisan’s Growth Team discusses how the shift to mobile Internet is reordering traditional businesses—a powerful trend they believe is driving profit acceleration for a number of firms.

Featured Funds: Global Opportunities, Small Cap, Mid Cap

11/22/2013
Focus Piece

Capitalizing on the Global Cleanup

As urbanization continues to meaningfully impact populations around the globe, our comprehensive global research process has led us to identify a number of noteworthy opportunities within our environmental theme. Here we outline the secular tailwinds which underpin our theme and highlight several sample holdings in our portfolios.

Featured Funds: Global Small Cap, Global Equity, International Small Cap, International

02/25/2014
Focus Piece

The Case for Large Caps

Artisan Partners U.S. Value Team discusses why they are seeing the most value in large caps in today’s market environment.

Featured Funds: Value

03/31/2014
Focus Piece

Where We Are Finding Growth – Industrial Process Innovation

Artisan Partners Growth Team discusses the opportunities it sees as firms increasingly invest in industrial automation and “smart” robots.

Featured Funds: Global Opportunities, Small Cap, Mid Cap

03/31/2014
Focus Piece

Value Investing in Complacent Markets

The Artisan US Value Team discusses its perspectives on current market opportunities and provides an update on portfolio positioning across its three value strategies.

Featured Funds: Small Cap Value, Value, Mid Cap Value

12/31/2013
Focus Piece

Recognizing Opportunities in Non-Investment Grade Credit

Artisan Partners Credit Team examines the current state of the non-investment grade credit market, addresses several common criticisms of the prevailing market environment and identifies several reasons why they believe the asset class remains attractive.

Featured Funds: High Income

05/23/2014
Focus Piece

Finding Growth in a Maturing Bull Market

Artisan Partners Growth Team discusses the need for valuation discipline and selectivity in what appears to be the latter stages of a bull market.

Featured Funds: Global Opportunities, Small Cap, Mid Cap

03/31/2014
Focus Piece

Technology and the Consumer Growth Opportunities in a Commerce Evolution

Artisan Partners Global Equity Team examines ways in which technology is influencing consumption at various stages of its evolution and penetration across the globe, and how they seek to capture that demand now and into the future.

Featured Funds: Global Equity, International

04/30/2014
Focus Piece

Breaking into the Consumer Class

As almost three billion people are predicted to join the world’s middle classes over the next three decades, we examine the rapid changes in spending patterns that take place when consumers move from the low income range into the lower-middle income bracket.

Featured Funds: International

11/05/2013
PM Viewpoints

A Discussion with Our Global Equity Team

Artisan International Fund portfolio managers Mark Yockey, Charles Hamker and Andrew Euretig share their views on current market conditions in Europe and what opportunities they are currently finding in the region.

Featured Funds: Global Small Cap, Global Equity, International Small Cap, International

09/20/2013
PM Viewpoints

Valuations and Dividends – A Discussion with Our Global Value and U.S. Value Teams

Artisan Partners portfolio managers Dan O’Keefe (Global Value team) and George Sertl (U.S. Value team) share their views on current market valuations and how dividends factor into their investment process.

Featured Funds: Global Value, Small Cap Value, Value, Mid Cap Value, International Value

05/31/2013
PM Viewpoints

Perspectives on the Non-Investment Grade Market

Bryan Krug, portfolio manager of Artisan Partners Credit Team and Artisan High Income Fund, discusses his thoughts on the non-investment grade market in general and touches upon elements of the team’s investment philosophy and process.

Featured Funds: High Income

03/31/2014

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