Artisan Partners Asset Management Inc. Reports May 2024 Assets Under Management
Rhea-AI Summary
Artisan Partners Asset Management reported its preliminary assets under management (AUM) for May 31, 2024, totaling $158.6 billion. Artisan Funds and Artisan Global Funds contributed $77.5 billion, while separate accounts and other AUM accounted for $81.1 billion. Key strategies included $21.3 billion in Global Opportunities, $12.6 billion in U.S. Mid-Cap Growth, and $44.1 billion in International Value. The update reflects the firm's diverse global investment strategies and its commitment to high-value asset management.
Positive
- Total AUM reached $158.6 billion as of May 31, 2024.
- Artisan Funds and Global Funds contributed a substantial $77.5 billion.
- Diverse range of strategies, including Global Opportunities ($21.3B) and U.S. Mid-Cap Growth ($12.6B).
- Significant contribution from International Value strategy with $44.1 billion AUM.
Negative
- Lower AUM in less prominent strategies, e.g., Global Unconstrained ($627M) and Emerging Markets Local Opportunities ($629M).
- Some strategies, like Global Discovery and China Post-Venture, reported relatively minimal AUM of $1.6 billion and $170 million, respectively.
News Market Reaction
On the day this news was published, APAM declined 2.66%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
MILWAUKEE, Wis., June 11, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of May 31, 2024 totaled
| PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 | ||
| As of May 31, 2024 - ($ Millions) | ||
| Growth Team | ||
| Global Opportunities | $ 21,272 | |
| Global Discovery | 1,593 | |
| U.S. Mid-Cap Growth | 12,640 | |
| U.S. Small-Cap Growth | 3,023 | |
| Global Equity Team | ||
| Global Equity | 341 | |
| Non-U.S. Growth | 13,193 | |
| China Post-Venture | 170 | |
| U.S. Value Team | ||
| Value Equity | 4,538 | |
| U.S. Mid-Cap Value | 2,743 | |
| Value Income | 15 | |
| International Value Team | ||
| International Value | 44,089 | |
| International Explorer | 335 | |
| Global Value Team | ||
| Global Value | 27,763 | |
| Select Equity | 327 | |
| Sustainable Emerging Markets Team | ||
| Sustainable Emerging Markets | 1,014 | |
| Credit Team | ||
| High Income | 10,575 | |
| Credit Opportunities | 238 | |
| Floating Rate | 80 | |
| Developing World Team | ||
| Developing World | 3,886 | |
| Antero Peak Group | ||
| Antero Peak | 2,065 | |
| Antero Peak Hedge | 213 | |
| International Small-Mid Team | ||
| Non-U.S. Small-Mid Growth | 7,071 | |
| EMsights Capital Group | ||
| Global Unconstrained | 627 | |
| Emerging Markets Debt Opportunities | 119 | |
| Emerging Markets Local Opportunities | 629 | |
| Total Firm Assets Under Management ("AUM") | $ 158,559 |
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 were Artisan Partners' assets under management in May 2024?
How much did Artisan Funds and Artisan Global Funds contribute to the total AUM?
What is the AUM for Artisan's Global Opportunities strategy?
How much did the U.S. Mid-Cap Growth strategy contribute to the AUM?
What is the value of the International Value strategy's AUM?
How did separate accounts and other AUM perform in May 2024?
What were the key contributing strategies to Artisan's AUM in May 2024?
