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Artisan Partners Asset Management Inc. Reports December 2024 Assets Under Management

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Artisan Partners Asset Management (NYSE: APAM) reported preliminary assets under management (AUM) of $161.2 billion as of December 31, 2024. The AUM breakdown shows $77.6 billion in Artisan Funds and Artisan Global Funds, while separate accounts and other AUM accounted for $83.6 billion.

December's figures include the impact of approximately $450 million in Artisan Funds distributions not reinvested. Notable strategy allocations include International Value ($43.9B), Global Value ($28.4B), Global Opportunities ($20.6B), and Value Income ($16M). The company's diverse portfolio spans across multiple investment teams including Growth, Global Equity, U.S. Value, Credit, and Emerging Markets strategies.

Artisan Partners Asset Management (NYSE: APAM) ha riportato un patrimonio preliminare gestito (AUM) di 161,2 miliardi di dollari al 31 dicembre 2024. La suddivisione dell'AUM mostra 77,6 miliardi di dollari in Artisan Funds e Artisan Global Funds, mentre conti separati e altri AUM hanno rappresentato 83,6 miliardi di dollari.

I dati di dicembre includono l'impatto di circa 450 milioni di dollari in distribuzioni di Artisan Funds non reinvestite. Le allocazioni strategiche notevoli includono International Value (43,9 miliardi di dollari), Global Value (28,4 miliardi di dollari), Global Opportunities (20,6 miliardi di dollari) e Value Income (16 milioni di dollari). Il portafoglio diversificato della società si estende su più team di investimento che includono strategie di Growth, Global Equity, U.S. Value, Credit e Emerging Markets.

Artisan Partners Asset Management (NYSE: APAM) reportó activos bajo gestión (AUM) preliminares de 161.200 millones de dólares al 31 de diciembre de 2024. La descomposición del AUM muestra 77.600 millones de dólares en Artisan Funds y Artisan Global Funds, mientras que cuentas separadas y otros AUM representaron 83.600 millones de dólares.

Las cifras de diciembre incluyen el impacto de aproximadamente 450 millones de dólares en distribuciones de Artisan Funds que no se reinvirtieron. Las asignaciones estratégicas notables incluyen International Value (43,9 mil millones de dólares), Global Value (28,4 mil millones de dólares), Global Opportunities (20,6 mil millones de dólares) y Value Income (16 millones de dólares). El diverso portafolio de la compañía abarca múltiples equipos de inversión, incluyendo estrategias de Growth, Global Equity, U.S. Value, Credit y Emerging Markets.

아티산 파트너스 자산 관리 (NYSE: APAM)는 2024년 12월 31일 기준으로 1612억 달러의 관리 자산(AUM) 초안을 보고했습니다. AUM의 세부 내역은 776억 달러가 아티산 펀드 및 아티산 글로벌 펀드에 있으며, 별도의 계좌 및 기타 AUM이 836억 달러를 차지한다고 나타났습니다.

12월 수치에는 약 4억 5000만 달러의 아티산 펀드 분배가 재투자되지 않은 영향을 포함하고 있습니다. 주목할 만한 전략 할당은 국제 가치(439억 달러), 글로벌 가치(284억 달러), 글로벌 기회(206억 달러) 및 가치 수익(1600만 달러)가 포함됩니다. 회사의 다양한 포트폴리오는 성장, 글로벌 주식, 미국 가치, 신용 및 신흥 시장 전략을 포함한 여러 투자 팀에 걸쳐 있습니다.

Artisan Partners Asset Management (NYSE: APAM) a rapporté des actifs sous gestion (AUM) préliminaires de 161,2 milliards de dollars au 31 décembre 2024. La répartition de l'AUM montre 77,6 milliards de dollars dans les Artisan Funds et les Artisan Global Funds, tandis que les comptes séparés et autres AUM ont représenté 83,6 milliards de dollars.

Les chiffres de décembre incluent l'impact d'environ 450 millions de dollars de distributions des Artisan Funds non réinvesties. Les allocations stratégiques notables incluent International Value (43,9 milliards de dollars), Global Value (28,4 milliards de dollars), Global Opportunities (20,6 milliards de dollars) et Value Income (16 millions de dollars). Le portefeuille diversifié de l'entreprise s'étend sur plusieurs équipes d'investissement, y compris les stratégies de croissance, d'équité mondiale, de valeur américaine, de crédit et de marchés émergents.

Artisan Partners Asset Management (NYSE: APAM) meldete zum 31. Dezember 2024 ein vorläufiges verwaltetes Vermögen (AUM) von 161,2 Milliarden Dollar. Die Aufschlüsselung des AUM zeigt 77,6 Milliarden Dollar in Artisan Funds und Artisan Global Funds, während separate Konten und andere AUM 83,6 Milliarden Dollar ausmachten.

Die Zahlen für Dezember umfassen die Auswirkungen von etwa 450 Millionen Dollar an nicht reinvestierten Ausschüttungen von Artisan Funds. Bemerkenswerte Strategiezuteilungen beinhalten International Value (43,9 Mrd. $), Global Value (28,4 Mrd. $), Global Opportunities (20,6 Mrd. $) und Value Income (16 Mio. $). Das vielfältige Portfolio des Unternehmens erstreckt sich über mehrere Investmentteams, einschließlich Wachstum, Global Equity, US Value, Kredit und Schwellenmarktstrategien.

Positive
  • Total AUM reached $161.2 billion
  • Strong performance in International Value strategy with $43.9 billion AUM
  • Global Value strategy maintains significant presence with $28.4 billion AUM
  • Global Opportunities strategy shows robust position with $20.6 billion AUM
Negative
  • Fund distributions of $450 million not reinvested in December
  • Several strategies show relatively small AUM (Value Income at $16M, China Post-Venture at $178M)

Insights

The AUM report reveals Artisan Partners has maintained robust asset levels at $161.2 billion, with a well-diversified portfolio across multiple investment strategies. The firm's largest strategies - International Value ($43.9 billion), Global Value ($28.4 billion) and Global Opportunities ($20.6 billion) - collectively represent over 57% of total AUM, demonstrating strong client confidence in these core offerings.

The $450 million in distributions not reinvested indicates healthy fund performance generating returns for investors. The balanced distribution between Artisan Funds/Global Funds ($77.6 billion) and separate accounts ($83.6 billion) shows effective diversification of revenue streams and client types.

The emergence of newer strategies like China Post-Venture and EMsights Capital Group's offerings reflects the firm's commitment to innovation and market expansion, though these currently represent a small portion of total AUM. This strategic diversification helps mitigate business risk and positions the firm for future growth opportunities.

Breaking down the AUM composition reveals significant institutional investor confidence, particularly in value-oriented strategies which are well-positioned for the current market environment. The substantial AUM in International Value and Global Value strategies ($72.3 billion combined) suggests strong demand for value investing approaches amid market uncertainty.

The relatively modest $1.9 billion in emerging markets debt strategies indicates conservative positioning in higher-risk segments. The firm's exposure to floating rate products ($77 million) during a high-interest rate environment suggests potential growth opportunities in this sector.

For retail investors, this AUM report translates to strong financial stability and operational scale, important factors when selecting investment managers. The diversified strategy mix and substantial AUM base typically enable competitive fee structures and robust institutional-grade investment resources.

MILWAUKEE, Jan. 10, 2025 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of December 31, 2024 totaled $161.2 billion. Artisan Funds and Artisan Global Funds accounted for $77.6 billion of total firm AUM, while separate accounts and other AUM1 accounted for $83.6 billion. In December, certain Artisan Funds made their annual income and capital gains distributions. December month-end AUM includes the impact of approximately $450 million of Artisan Funds distributions not reinvested.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2  
   
As of December 31, 2024 - ($ Millions)  
Growth Team  
Global Opportunities$        20,591         
Global Discovery         1,808         
U.S. Mid-Cap Growth         12,952         
U.S. Small-Cap Growth         3,094         
Global Equity Team   
Global Equity         346         
Non-U.S. Growth         12,410         
China Post-Venture         178         
U.S. Value Team   
Value Equity         4,915         
U.S. Mid-Cap Value         2,666         
Value Income         16         
International Value Team   
International Value         43,911         
International Explorer         384         
Global Value Team   
Global Value         28,364         
Select Equity         315         
Sustainable Emerging Markets Team   
Sustainable Emerging Markets         1,552         
Credit Team   
High Income         11,593         
Credit Opportunities         272         
Floating Rate         77         
Developing World Team   
Developing World         4,100         
Antero Peak Group   
Antero Peak         1,979         
Antero Peak Hedge         232         
International Small-Mid Team   
Non-U.S. Small-Mid Growth         6,544         
EMsights Capital Group   
Global Unconstrained         701         
Emerging Markets Debt Opportunities         1,024         
Emerging Markets Local Opportunities         1,184         
   
Total Firm Assets Under Management ("AUM")$        161,208         

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 Artisan Sustainable Emerging Markets and U.S. Mid-Cap Growth Strategies includes $105.0 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (reported on a lag not exceeding one quarter).

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 was Artisan Partners' (APAM) total AUM as of December 2024?

Artisan Partners reported total assets under management of $161.2 billion as of December 31, 2024.

How much of APAM's AUM was in Artisan Funds versus separate accounts?

Artisan Funds and Artisan Global Funds accounted for $77.6 billion, while separate accounts and other AUM accounted for $83.6 billion.

What was the impact of December 2024 distributions on APAM's AUM?

December month-end AUM includes approximately $450 million of Artisan Funds distributions that were not reinvested.

Which investment strategy had the highest AUM for APAM in December 2024?

The International Value strategy had the highest AUM at $43.911 billion as of December 31, 2024.

How much AUM did APAM's Global Value strategy manage as of December 2024?

APAM's Global Value strategy managed $28.364 billion in AUM as of December 31, 2024.

ARTISAN PARTNERS ASSET MANAGEMENT INC.

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