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

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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.

Artisan Partners Asset Management (NYSE: APAM) ha annunciato che Jason White si unirà a Matt Kamm come Co-Lead Portfolio Manager della Strategia di Crescita per le Aziende Mid-Cap statunitensi, a partire dal 1° gennaio 2025. White manterrà il suo ruolo attuale di Lead Portfolio Manager della Strategia di Scoperta Globale e Portfolio Manager delle strategie Global Opportunities e U.S. Small-Cap Growth. Kamm continuerà come Portfolio Manager delle altre tre strategie del team di Crescita. Il team di Crescita manterrà il suo approccio collaborativo, con tutti i decisori chiave che vantano oltre 20 anni di esperienza all'interno di questa struttura.

Artisan Partners Asset Management (NYSE: APAM) ha anunciado que Jason White se unirá a Matt Kamm como Co-Lead Portfolio Manager de la Estrategia de Crecimiento de Medianas Capitalizaciones de EE. UU., a partir del 1 de enero de 2025. White mantendrá su rol actual como Lead Portfolio Manager de la Estrategia Global de Descubrimiento y como Portfolio Manager de las estrategias de Oportunidades Globales y Crecimiento de Pequeñas Capitalizaciones de EE. UU. Kamm continuará como Portfolio Manager de las otras tres estrategias del equipo de Crecimiento. El equipo de Crecimiento preservará su enfoque colaborativo, con todos los tomadores de decisiones clave contando con más de 20 años de experiencia dentro de esta estructura.

Artisan Partners Asset Management (NYSE: APAM)은 Jason White가 2025년 1월 1일부터 Matt Kamm와 함께 미국 중형 성장 전략의 공동 포트폴리오 매니저로 합류한다고 발표했습니다. White는 글로벌 발견 전략의 수석 포트폴리오 매니저이자 글로벌 기회 및 미국 소형 성장 전략의 포트폴리오 매니저로서의 기존 역할을 유지합니다. Kamm은 성장 팀의 다른 세 가지 전략의 포트폴리오 매니저로 계속 활동합니다. 성장 팀은 모두 20년 이상의 경험을 가진 주요 의사 결정자가 함께 작업하는 협업 접근 방식을 유지할 것입니다.

Artisan Partners Asset Management (NYSE: APAM) a annoncé que Jason White rejoindra Matt Kamm en tant que co-responsable de la gestion de portefeuille de la stratégie de croissance des sociétés de taille moyenne aux États-Unis, à compter du 1er janvier 2025. White continuera à occuper son rôle actuel de responsable de la gestion de portefeuille de la stratégie de découverte mondiale et gestionnaire de portefeuille pour les stratégies Global Opportunities et U.S. Small-Cap Growth. Kamm continuera en tant que gestionnaire de portefeuille des trois autres stratégies de l'équipe de croissance. L'équipe de croissance maintiendra son approche collaborative, avec tous les principaux décideurs bénéficiant de plus de 20 ans d'expérience au sein de cette structure.

Artisan Partners Asset Management (NYSE: APAM) hat bekannt gegeben, dass Jason White ab dem 1. Januar 2025 zusammen mit Matt Kamm als Co-Lead Portfolio Manager der Mid-Cap Growth Strategie in den USA tätig sein wird. White wird seine derzeitige Rolle als Lead Portfolio Manager der Global Discovery Strategie sowie als Portfolio Manager der Global Opportunities und U.S. Small-Cap Growth Strategien beibehalten. Kamm wird weiterhin als Portfolio Manager für die anderen drei Strategien des Wachstumsteams fungieren. Das Wachstumsteam wird seinen kooperativen Ansatz beibehalten, wobei alle wichtigen Entscheidungsträger über 20 Jahre Erfahrung in dieser Struktur verfügen.

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.

© 2024 Artisan Partners. All rights reserved.


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.

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