Artisan Partners Asset Management Inc. Reports February 2024 Assets Under Management
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The announcement from Artisan Partners Asset Management Inc. regarding their preliminary assets under management (AUM) of $156.0 billion as of February 29, 2024, is a critical financial indicator for investors and market analysts. AUM is a vital metric, as it reflects the scale of a firm's operations and its ability to generate fee revenue. The detailed breakdown across various strategies provides insights into the firm's diversification and areas of growth. For instance, the International Value strategy commands the largest proportion of AUM, suggesting robust investor interest or performance in international markets. On the other hand, the relatively smaller AUM in strategies like Global Equity and Sustainable Emerging Markets may indicate niche or developing areas that could be poised for growth or require strategic attention.
From an investment perspective, shifts in AUM can signal changes in investor sentiment and potentially impact the firm's revenue, given that management fees are often a function of AUM. Therefore, monitoring these trends can inform decisions regarding the attractiveness of Artisan Partners' stock. Additionally, the distribution between Artisan Funds, Artisan Global Funds and separate accounts can be indicative of the firm's client base and the stability of its assets, with separate accounts often representing institutional investors, who may provide more stable inflows and outflows compared to retail investors.
An analysis of Artisan Partners' AUM distribution across various investment strategies reveals market preferences and potential shifts in the asset management landscape. For example, the prominence of the International Value strategy could reflect a broader market trend of seeking value opportunities outside the U.S., possibly due to perceived market saturation or higher growth potential in international markets. Furthermore, the presence of specialized strategies such as China Post-Venture and Sustainable Emerging Markets suggests that Artisan Partners is attempting to capitalize on specific market segments that may appeal to investors with particular interests in regional growth or sustainability.
Understanding the competitive positioning of Artisan Partners within the asset management industry requires comparing these AUM figures to industry peers. If Artisan's AUM growth outpaces its competitors, this could imply effective strategy performance or superior client acquisition and retention. Conversely, if growth is lagging, it may signal challenges or underperformance relative to peers. Such insights are valuable for stakeholders to assess the company's market share dynamics and strategic direction.
The data on Artisan Partners' AUM across different strategies can be contextualized within the broader economic environment. For instance, the AUM in the Credit Team's High Income and Credit Opportunities strategies may be influenced by the prevailing interest rate environment and investors' search for yield. In periods of low-interest rates, higher-yielding credit strategies can attract significant capital inflows. Conversely, a rising rate environment might lead to outflows as investors reassess credit risks and return expectations.
Additionally, the Developing World Team's AUM reflects investor appetite for emerging market exposure, which is often correlated with global economic growth projections and risk appetite. A substantial allocation to these strategies might indicate investor confidence in the growth prospects of developing economies or a strategic diversification away from mature markets. These macroeconomic factors, along with geopolitical events, can have material implications for the inflows and outflows of funds, thereby affecting the stability and growth of Artisan Partners' AUM over time.
MILWAUKEE, March 11, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of February 29, 2024 totaled
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 | |||
| As of February 29, 2024 - ($ Millions) | |||
| Growth Team | |||
| Global Opportunities | $ 22,196 | ||
| Global Discovery | 1,587 | ||
| U.S. Mid-Cap Growth | 13,491 | ||
| U.S. Small-Cap Growth | 3,291 | ||
| Global Equity Team | |||
| Global Equity | 380 | ||
| Non-U.S. Growth | 13,425 | ||
| Non-U.S. Small-Mid Growth | 7,207 | ||
| China Post-Venture | 161 | ||
| U.S. Value Team | |||
| Value Equity | 4,393 | ||
| U.S. Mid-Cap Value | 2,802 | ||
| Value Income | 14 | ||
| International Value Team | |||
| International Value | 41,887 | ||
| International Explorer | 263 | ||
| Global Value Team | |||
| Global Value | 26,342 | ||
| Select Equity | 339 | ||
| Sustainable Emerging Markets Team | |||
| Sustainable Emerging Markets | 978 | ||
| Credit Team | |||
| High Income | 10,074 | ||
| Credit Opportunities | 228 | ||
| Floating Rate | 73 | ||
| Developing World Team | |||
| Developing World | 3,703 | ||
| Antero Peak Group | |||
| Antero Peak | 2,058 | ||
| Antero Peak Hedge | 229 | ||
| EMsights Capital Group | |||
| Global Unconstrained | 332 | ||
| Emerging Markets Debt Opportunities | 106 | ||
| Emerging Markets Local Opportunities | 444 | ||
| Total Firm Assets Under Management ("AUM") | $ 156,003 |
1 Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
2 AUM for certain strategies include the following amounts for which Artisan Partners provides investment models to managed account sponsors (reported on a one-month lag): Artisan Sustainable Emerging Markets
ABOUT ARTISAN PARTNERS
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
Investor Relations Inquiries: 866.632.1770 or ir@artisanpartners.com
Source: Artisan Partners Asset Management Inc.
FAQ
What is the total assets under management (AUM) reported by Artisan Partners Asset Management Inc. (NYSE: APAM) as of February 29, 2024?
How much of the total firm AUM is attributed to Artisan Funds and Artisan Global Funds?
What is the breakdown of AUM by investment strategy as reported by Artisan Partners Asset Management Inc. (NYSE: APAM)?
Which investment strategy has the highest AUM as of February 29, 2024?
What is included in the separate account and other AUM category for Artisan Partners Asset Management Inc. (NYSE: APAM)?
