Portfolio Management Update for Artisan Partners Growth Team
Artisan Partners Asset Management Inc. (NYSE: APAM) has announced a significant change in its portfolio management structure. Craigh Cepukenas will step down from his portfolio management responsibilities at the end of 2024 but will remain with the Artisan Partners Growth Team in an advisory capacity. Effective January 1, 2025, Jay Warner will become the sole Lead Portfolio Manager for the Artisan U.S. Small-Cap Growth Strategy.
The company emphasizes that the Growth team will maintain its collaborative approach and continue to manage portfolios according to the same investment philosophy and process. Other portfolio managers, including Jim Hamel, Matt Kamm, and Jason White, will continue to lead their respective strategies. The transition is described as a natural progression, with confidence expressed in Jay Warner's ability to lead the U.S. Small-Cap Growth portfolio.
Artisan Partners Asset Management Inc. (NYSE: APAM) ha annunciato un cambiamento significativo nella sua struttura di gestione del portafoglio. Craigh Cepukenas si dimetterà dalle sue responsabilità di gestione del portafoglio alla fine del 2024, ma rimarrà con il team di crescita di Artisan Partners in un ruolo di consulenza. A partire dal 1 gennaio 2025, Jay Warner diventerà l'unico Lead Portfolio Manager per la Strategia di Crescita per Piccole Capitalizzazioni U.S. di Artisan.
La società sottolinea che il team di crescita manterrà il suo approccio collaborativo e continuerà a gestire i portafogli secondo la stessa filosofia di investimento e processo. Altri gestori di portafoglio, tra cui Jim Hamel, Matt Kamm e Jason White, continueranno a guidare le loro rispettive strategie. La transizione è descritta come una progressione naturale, con fiducia espressa nelle capacità di Jay Warner di guidare il portafoglio di Crescita per Piccole Capitalizzazioni U.S.
Artisan Partners Asset Management Inc. (NYSE: APAM) ha anunciado un cambio significativo en su estructura de gestión de cartera. Craigh Cepukenas dejará sus responsabilidades de gestión de cartera a finales de 2024, pero seguirá formando parte del equipo de crecimiento de Artisan Partners en un rol asesor. A partir del 1 de enero de 2025, Jay Warner será el único Gestor Principal de Cartera para la Estrategia de Crecimiento para Pequeñas Capitalizaciones de Artisan U.S..
La compañía subraya que el equipo de crecimiento mantendrá su enfoque colaborativo y seguirá gestionando las carteras de acuerdo con la misma filosofía y proceso de inversión. Otros gestores de cartera, incluidos Jim Hamel, Matt Kamm y Jason White, continuarán liderando sus respectivas estrategias. La transición se describe como una progresión natural, expresando confianza en la capacidad de Jay Warner para liderar la cartera de Crecimiento para Pequeñas Capitalizaciones en EE.UU.
Artisan Partners Asset Management Inc. (NYSE: APAM)는 포트폴리오 관리 구조에서 중요한 변화를 발표했습니다. Craigh Cepukenas는 2024년 말에 포트폴리오 관리 책임에서 물러나지만 Artisan Partners 성장팀에서 자문 역할을 계속합니다. 2025년 1월 1일부터 Jay Warner가 Artisan 미국 소형주 성장 전략의 유일한 수석 포트폴리오 매니저가 됩니다.
회사는 성장팀이 협력적인 접근 방식을 유지하고 동일한 투자 철학 및 프로세스에 따라 포트폴리오를 계속 관리할 것이라고 강조합니다. Jim Hamel, Matt Kamm, Jason White를 포함한 다른 포트폴리오 매니저들도 각자의 전략을 계속 이끌 것입니다. 이번 전환은 자연스러운 진행 과정으로 설명되며, Jay Warner가 미국 소형주 성장 포트폴리오를 이끌 능력에 대한 신뢰가 표현되었습니다.
Artisan Partners Asset Management Inc. (NYSE: APAM) a annoncé un changement significatif dans sa structure de gestion de portefeuille. Craigh Cepukenas se retirera de ses responsabilités de gestion de portefeuille à la fin de 2024, mais continuera d'assister l'équipe de croissance d'Artisan Partners en tant que conseiller. À compter du 1er janvier 2025, Jay Warner deviendra le seul Gestionnaire Principal de Portefeuille pour la Stratégie de Croissance des Petites Capitalisations U.S. d'Artisan.
L'entreprise souligne que l'équipe de croissance maintiendra son approche collaborative et continuera à gérer les portefeuilles selon la même philosophie d'investissement et le même processus. D'autres gestionnaires de portefeuille, y compris Jim Hamel, Matt Kamm et Jason White, continueront de diriger leurs stratégies respectives. La transition est décrite comme une progression naturelle, avec une confiance exprimée dans la capacité de Jay Warner à diriger le portefeuille de Croissance des Petites Capitalisations U.S.
Artisan Partners Asset Management Inc. (NYSE: APAM) hat eine bedeutende Veränderung in seiner Struktur zur Portfolioverwaltung angekündigt. Craigh Cepukenas wird seine Verantwortlichkeiten in der Portfolioverwaltung Ende 2024 niederlegen, bleibt jedoch im Artisan Partners Wachstumsteam in beratender Funktion. Ab dem 1. Januar 2025 wird Jay Warner der alleinige Haupt-Portfoliomanager für die Artisan U.S. Small-Cap Growth Strategy werden.
Das Unternehmen betont, dass das Wachstumsteam seinen kollaborativen Ansatz beibehalten und weiterhin die Portfolios entsprechend der gleichen Anlagestrategie und -prozess verwalten wird. Weitere Portfoliomanager, darunter Jim Hamel, Matt Kamm und Jason White, werden weiterhin ihre jeweiligen Strategien leiten. Der Übergang wird als natürliche Entwicklung beschrieben, wobei Vertrauen in Jay Warners Fähigkeit ausgedrückt wird, das U.S. Small-Cap Growth Portfolio zu führen.
- Jay Warner's promotion to sole Lead Portfolio Manager for the U.S. Small-Cap Growth Strategy
- Continuation of the established investment philosophy and process
- Retention of Craigh Cepukenas in an advisory capacity
- Departure of experienced portfolio manager Craigh Cepukenas from active management roles
MILWAUKEE, Aug. 19, 2024 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) announced today that Craigh Cepukenas will step down from portfolio management responsibilities at the end of the year. While Mr. Cepukenas will remain an active member of the Artisan Partners Growth Team in an advisory capacity as a managing director, he will no longer be responsible for portfolio management decisions after December 31, 2024.
Starting January 1, 2025, Co-Lead Portfolio Manager Jay Warner will become sole Lead Portfolio Manager on the Artisan U.S. Small-Cap Growth Strategy. Artisan Partners Growth Team Portfolio Managers Jim Hamel, Matt Kamm and Jason White will continue to lead the Artisan Global Opportunities, U.S. Mid-Cap Growth and Global Discovery Strategies, respectively.
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.
Mr. Kamm explained, “Craigh has reached a stage in his life and career where it makes sense to reduce his involvement in day-to-day portfolio management activities. Meanwhile, Jay has added tremendous value for clients while consistently demonstrating the strong leadership and expertise needed to lead the U.S. Small-Cap Growth portfolio.”
Artisan Partners President Jason Gottlieb added, “Since joining the firm in 1995, Craigh has contributed to delivering solid long-term results for clients; he also has developed investment talent and embodied the Growth team’s culture. We have full confidence in Jay’s ability to continue the outstanding work that has defined the Growth team for decades.”
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.
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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.
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.
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FAQ
When will Craigh Cepukenas step down from portfolio management responsibilities at Artisan Partners (APAM)?
Who will become the sole Lead Portfolio Manager of Artisan's U.S. Small-Cap Growth Strategy?
Will Craigh Cepukenas remain with Artisan Partners (APAM) after stepping down from portfolio management?
How will this change affect Artisan Partners Growth Team's investment approach?
