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

Rhea-AI Summary

Artisan Partners Asset Management (NYSE: APAM) reported preliminary assets under management (AUM) of $162.8 billion as of October 31, 2024. The AUM is distributed between Artisan Funds and Artisan Global Funds ($78.8 billion) and separate accounts and other AUM ($84.0 billion). Key strategies include International Value ($44.9 billion), Global Value ($28.3 billion), and Global Opportunities ($21.1 billion). The company manages various investment strategies across Growth, Global Equity, Value, Credit, and Emerging Markets teams.

Positive

• Total AUM of $162.8 billion shows significant scale
• Diverse portfolio with multiple investment strategies
• Strong presence in International Value ($44.9B) and Global Value ($28.3B) segments

Negative

• None.

Insights

Financial Analyst

The latest AUM report shows $162.8 billion in total assets under management, with a balanced distribution between Artisan Funds/Global Funds ($78.8 billion) and separate accounts ($84.0 billion). The largest strategies by AUM are International Value ($44.9 billion), Global Value ($28.3 billion) and Global Opportunities ($21.1 billion), collectively representing 58% of total AUM.

The firm maintains a diversified portfolio across multiple investment strategies, reducing concentration risk. Notable is the significant presence in value-oriented strategies, which positions the company well in the current market environment favoring value investments. The emergence of newer strategies like EMsights Capital Group and International Small-Mid shows continued product innovation and growth potential.

MILWAUKEE, Nov. 11, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of October 31, 2024 totaled $162.8 billion. Artisan Funds and Artisan Global Funds accounted for $78.8 billion of total firm AUM, while separate accounts and other AUM¹ accounted for $84.0 billion.

PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2
As of October 31, 2024 - ($ Millions)
Growth Team
Global Opportunities		$ 21,144
Global Discovery		1,723
U.S. Mid-Cap Growth		12,642
U.S. Small-Cap Growth		3,089
Global Equity Team
Global Equity		349
Non-U.S. Growth		12,922
China Post-Venture		178
U.S. Value Team
Value Equity		4,922
U.S. Mid-Cap Value		2,762
Value Income		16
International Value Team
International Value		44,918
International Explorer		382
Global Value Team
Global Value		28,341
Select Equity		328
Sustainable Emerging Markets Team
Sustainable Emerging Markets		1,729
Credit Team
High Income		11,336
Credit Opportunities		264
Floating Rate		74
Developing World Team
Developing World		4,092
Antero Peak Group
Antero Peak		2,100
Antero Peak Hedge		225
International Small-Mid Team
Non-U.S. Small-Mid Growth		6,925
EMsights Capital Group
Global Unconstrained		672
Emerging Markets Debt Opportunities		1,024
Emerging Markets Local Opportunities		652
Total Firm Assets Under Management ("AUM")		$ 162,809

_{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 $99.9 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 is Artisan Partners' (APAM) total assets under management as of October 2024?

Artisan Partners reported total assets under management (AUM) of $162.8 billion as of October 31, 2024.

How are Artisan Partners' (APAM) assets distributed between funds and separate accounts?

Artisan Funds and Artisan Global Funds account for $78.8 billion, while separate accounts and other AUM account for $84.0 billion.

What is Artisan Partners' (APAM) largest investment strategy by AUM?

The International Value strategy is Artisan Partners' largest investment strategy with $44.918 billion in AUM.