Management & Investment Process

Management

The investment team leverages high degrees of experience and knowledge within a disciplined investment process. Learn more about the Team.
  • Angela Wu
  • Portfolio Manager
  • 19Years Investment
    Experience
  • Jim Hamel, CFA
  • Portfolio Manager
  • 28Years Investment
    Experience

Investment Process

The investment team seeks to distill the highest conviction ideas from its broader strategies into a focused portfolio.

Security Selection

  • Identify companies with franchise characteristics and defensible competitive positions
  • Invest in emerging profit cycles
  • Purchase stocks at a discount to private market value
  • Assess governance and other material sustainability factors that could impact future stock returns
  • Building upon this framework, selection of generally up to 20 securities from the highest conviction investments in the team’s broader strategies

Capital Allocation

  • Build position sizes according to the team’s level of conviction based upon the strength and durability of a company’s profit cycle

Broad Knowledge

  • Invest opportunistically across entire global economy
  • Find growth wherever growth occurs

In-depth Investment Process

 

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Other Strategies Managed

International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a given period. The costs associated with an investment will impact your return over time. These risks, among others, are further described in Artisan Partners Form ADV, which is available upon request. This is a marketing communication. 

Important Disclosures