While the Growth team's core approach remains consistent, this year’s report offers updated examples of engagement and proxy voting activity and examines how the team has sharpened its stewardship processes. Read the report to see how the team is putting its stewardship philosophy into practice.
Media Sector Spotlight: Pit Stops and Playlists Part 1
Formula One is racing ahead, with investors taking notice. Liberty Media’s content strategies, like Netflix’s Drive to Survive, have boosted F1’s popularity. With growing media rights and race attendance, the growth engine is revved up.
Growth Team 5 in 5: Artificial Intelligence—Business Model Breakthroughs
Artisan Partners Growth Team Portfolio Manager Matt Kamm discusses how Shopify benefits from AI technology in the team’s series, 5 Questions in 5 Minutes.
While NVIDIA and other GPU manufacturers have garnered significant attention in the AI space, the Growth team identifies several other market segments poised to benefit from AI advancements.
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.
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.
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.
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.
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.
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.
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, 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.
