The Growth team highlights why it believes the fast-casual restaurant industry’s combination of a compelling value proposition, significant potential for new store expansion, and superior store-level economics could be a recipe for success.
The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
The Strategic and Tactical Case for Global Smaller Caps
The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
Artisan Global Discovery Fund: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Fund, describes the reason why the team launched this fund and why they believe it may be a compelling option for investors.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Growth Team 5 in 5: Consumer Opportunities in the Current Environment
Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
From Epidemic to Opportunity: Investing in Obesity Treatments
The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
The Artisan Partners Growth Team explores the impacts of consolidation, reduced cyclicality and content growth in the semiconductor industry and shares where the team is uncovering opportunities.
2022 marked the fourth year of the Artisan Partners Growth Team’s ESG journey. This year’s report includes a reflection on the state of the ESG industry, the progress made over the fourth year of the team's ESG journey, select stewardship engagements, proxy voting and policy updates, and updated sustainability metrics for our portfolios.
Growth Team 5 in 5: Thoughtful Insights on Health Care Innovation
Artisan Partners Growth Team Portfolio Manager Matt Kamm and Associate Portfolio Manager Martin Jochmann discuss timely topics within the health care industry in the team’s new series, 5 Questions in 5 Minutes.
In a recent exclusive conversation, all five of the Growth team’s portfolio managers discussed the market environment, their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Citywire—'A Lot of True Active Management Got Diluted'
Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
Artisan Partners Growth Team portfolio manager Jason White recently sat down with The Motley Fool senior analyst John Rotonti to discuss the Growth team’s investment philosophy and process.
Stockhead—Two key trends which indicate the rise of cloud-based tech has further to run
Jason White, Artisan Partners Global Discovery Fund lead portfolio manager, explains why he believes cloud-based technology still has a long runway ahead.
A Scientific Approach to Identifying Profit Cycles
Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
Institutional Investor—Demand Is Growing for Active Managers
Matt Kamm of Artisan Partners says it's a good time to be an active manager with truly differentiated, high value-add strategies offering opinionated investment in a disciplined way.
Matt Kamm, portfolio manager on the Artisan Partners Growth Team, discusses interesting growth opportunities the team is finding in biotechnology companies.
Morningstar—Artisan's Stellar Managers Earn Plenty of Medals
Artisan Partners has thrived in recent years. How has Artisan succeeded? First, by hiring investors who, by and large, already owned proven track records. The firm also has given them freedom to live where they want, build teams as they see fit and close funds before they grow too large. Morningstar analysts take a closer look at some of those teams.
Jim Hamel, lead portfolio manager of Artisan Global Opportunities Fund, discusses key secular trends he believes is driving profit acceleration for certain growth stocks.
Mutual Fund Observer—Artisan Small Cap Fund (ARTSX)
Investors looking for a rational small-cap growth fund—one which is competitive in rising markets and exceptionally strong in rocky ones—would be well-advised to look at the reborn Artisan Small Cap Fund.
