Artisan Partners Asset Management Inc. Reports January 2024 Assets Under Management
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Insights
The disclosure of Artisan Partners Asset Management Inc.'s preliminary assets under management (AUM) is a significant indicator of the company's scale and potential revenue from management fees. The AUM of $150.9 billion suggests a stable or growing client base and assets portfolio, which is critical for the company's financial health. A detailed breakdown of AUM by strategy allows for insight into the company's diversification and specialization, with 'International Value' and 'Global Value' strategies holding substantial portions of the total AUM.
Investors should note the company's exposure to various market sectors and potential risks associated with specific asset classes. For instance, the 'China Post-Venture' and 'Emerging Markets' strategies may be subject to geopolitical and market-specific risks. The balance between growth, value and international strategies indicates a strategic approach to asset allocation that could mitigate sector-specific downturns.
Artisan Partners' AUM composition reflects broader market trends, such as the increased interest in international and value-oriented investments. The prominence of the 'International Value' strategy suggests alignment with current investor appetite for non-U.S. equities, potentially due to perceptions of undervaluation or diversification benefits. Analyzing the firm's AUM dynamics over time could provide insights into shifts in investor sentiment and market trends.
Furthermore, the firm's capacity to attract and retain assets in competitive segments like 'Global Opportunities' and 'U.S. Mid-Cap Growth' is indicative of its competitive positioning within the asset management industry. The distribution of AUM across various strategies may influence the firm's resilience to market volatility, as a well-diversified AUM can help stabilize revenue streams.
The reported AUM figures can be viewed as a macroeconomic indicator, reflecting investor confidence and economic outlook. A robust AUM, particularly in global and international funds, might signal investor optimism about global economic growth. Conversely, a substantial allocation in 'Value Income' and 'High Income' strategies could point to a search for yield in a potentially low-interest-rate environment.
It's also noteworthy to consider the potential impact of inflationary pressures on asset values and management fees. Inflation can erode the real value of assets under management, affecting both the firm's revenue and investors' real returns. The firm's strategies and performance in managing these economic factors are crucial for maintaining AUM growth and investor satisfaction.
MILWAUKEE, Feb. 09, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of January 31, 2024 totaled
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 | |||
| As of January 31, 2024 - ($ Millions) | |||
| Growth Team | |||
| Global Opportunities | $ 21,658 | ||
| Global Discovery | 1,482 | ||
| U.S. Mid-Cap Growth | 12,578 | ||
| U.S. Small-Cap Growth | 3,067 | ||
| Global Equity Team | |||
| Global Equity | 349 | ||
| Non-U.S. Growth | 13,146 | ||
| Non-U.S. Small-Mid Growth | 7,071 | ||
| China Post-Venture | 150 | ||
| U.S. Value Team | |||
| Value Equity | 4,268 | ||
| U.S. Mid-Cap Value | 2,759 | ||
| Value Income | 14 | ||
| International Value Team | |||
| International Value | 40,879 | ||
| International Explorer | 259 | ||
| Global Value Team | |||
| Global Value | 25,653 | ||
| Select Equity | 325 | ||
| Sustainable Emerging Markets Team | |||
| Sustainable Emerging Markets | 927 | ||
| Credit Team | |||
| High Income | 9,496 | ||
| Credit Opportunities | 221 | ||
| Floating Rate | 66 | ||
| Developing World Team | |||
| Developing World | 3,455 | ||
| Antero Peak Group | |||
| Antero Peak | 1,964 | ||
| Antero Peak Hedge | 217 | ||
| EMsights Capital Group | |||
| Global Unconstrained | 321 | ||
| Emerging Markets Debt Opportunities | 95 | ||
| Emerging Markets Local Opportunities | 444 | ||
| Total Firm Assets Under Management ("AUM") | $ 150,864 | ||
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.
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