Artisan U.S. Mid-Cap Growth Strategy Portfolio Management Update

Rhea-AI Summary

Artisan Partners Asset Management (NYSE: APAM) has announced that Jason White will join Matt Kamm as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy, effective January 1, 2025. White will maintain his existing role as Lead Portfolio Manager of the Global Discovery Strategy and Portfolio Manager of Global Opportunities and U.S. Small-Cap Growth strategies. Kamm will continue as Portfolio Manager of the Growth team's other three strategies. The Growth team will maintain its collaborative approach, with all key decision-makers having over 20 years of experience within this structure.

Positive

• Appointment of experienced portfolio manager Jason White as Co-Lead of U.S. Mid-Cap Growth Strategy
• Maintenance of existing successful investment philosophy and process
• Key decision-makers each have over 20 years of experience

Negative

• None.

MILWAUKEE, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) announced today that Jason White will join Matt Kamm as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy, effective January 1, 2025. Jason will serve as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy, in addition to his existing role as Lead Portfolio Manager of the Global Discovery Strategy. He will continue in his role as Portfolio Manager of the Growth team’s other two strategies – Global Opportunities and U.S. Small-Cap Growth.

Matt Kamm will serve as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy with Jason White and continue in his role as Portfolio Manager of the Growth team’s other three strategies – Global Opportunities, Global Discovery and U.S. Small-Cap Growth.

The Growth team will maintain its highly collaborative approach, managing each of its portfolios according to the same investment philosophy and process that has been in place since the team’s inception. Notably, each of the teams’ key decision-makers, Jim Hamel, Matt Kamm, Jason White and Jay Warner, has over 20 years of experience within this structure.

Mr. Kamm explained, “As good stewards of client capital, we continuously evaluate our portfolios in an effort to produce high value-added results for our clients. The team is committed to taking all necessary actions and corrective measures to drive improvement. As a 20-plus-year veteran of the Growth team and Lead Portfolio Manager of the Global Discovery Strategy, Jason’s investment acumen, global perspectives and value-added investment outcomes make him the natural choice to co-manage the Strategy with me. I look forward to a partnership focused on adding value for clients who have placed their trust in us.”

About Artisan Partners
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes 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.

Press Inquiries
Eileen Kwei
800.399.1770
eileen.kwei@artisanpartners.com 

Artisan Partners Limited Partnership (APLP) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Artisan Partners UK LLP (APUK) is authorized and regulated by the Financial Conduct Authority and is a registered investment adviser with the SEC. APEL Financial Distribution Services Limited (AP Europe) is regulated by the Central Bank of Ireland. APLP, APUK and AP Europe are collectively, with their parent company and affiliates, referred to as Artisan Partners herein.

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.

This announcement is for information purposes only and does not constitute an offer, an invitation or a solicitation for investment or subscription for shares of funds or investment services in any country. Any person who is in possession of this material is hereby notified that no action has or will be taken that would allow an offering of any Artisan Partners product or service unless in compliance with local regulations. Neither this announcement nor any other material relative to this announcement have been submitted to any local regulatory authority for prior review or approval. This material is intended for the recipient’s information and use only and may not be distributed or made available (in whole or in part) in any local jurisdiction, directly or indirectly, except as permitted by local law and regulation.

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FAQ

When will Jason White become Co-Lead Portfolio Manager of APAM's U.S. Mid-Cap Growth Strategy?

Jason White will become Co-Lead Portfolio Manager of Artisan Partners' U.S. Mid-Cap Growth Strategy effective January 1, 2025.

What positions will Jason White hold at APAM after January 1, 2025?

Jason White will serve as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy, Lead Portfolio Manager of the Global Discovery Strategy, and Portfolio Manager of Global Opportunities and U.S. Small-Cap Growth strategies.

How long have APAM's Growth team's key decision-makers been with the team?

All key decision-makers of the Growth team, including Jim Hamel, Matt Kamm, Jason White, and Jay Warner, have over 20 years of experience within the team's structure.