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Artisan Partners Appoints Jason White as Co-Lead Portfolio Manager for U.S. Mid-Cap Growth Strategy

Artisan Partners Appoints Jason White as Co-Lead Portfolio Manager for U.S. Mid-Cap Growth Strategy

工匠伙伴任命杰森·怀特为美国中型成长策略的共同投资组合经理
Quiver Quantitative ·  11/18 12:10

Artisan Partners announces Jason White as Co-Lead Portfolio Manager for U.S. Mid-Cap Growth Strategy, effective January 1, 2025.

artisan partners宣布杰森·怀特为美国中型成长策略的联合投资组合经理,任命将于2025年1月1日生效。

Quiver AI Summary

Quiver AI 概要

Artisan Partners Asset Management Inc. announced that Jason White will join Matt Kamm as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy starting January 1, 2025. Jason, who is already the Lead Portfolio Manager of the Global Discovery Strategy, will continue to manage the other strategies within the Growth team, which includes Global Opportunities and U.S. Small-Cap Growth. Matt Kamm will also keep his roles with the same strategies. The team emphasizes a collaborative approach, applying a consistent investment philosophy across all portfolios. With over 20 years of experience each, key decision-makers, including White and Kamm, are committed to enhancing client value through strategic portfolio evaluations. Kamm highlighted White's expertise and global perspective as integral to their partnership in managing the Mid-Cap Growth Strategy for their clients.

artisan partners asset management Inc.宣布杰森·怀特将于2025年1月1日与马特·卡姆共同担任美国中型成长策略的联合投资组合经理。杰森目前是全球发现策略的首席投资组合经理,将继续管理成长团队中的其他策略,包括全球机会和美国小型成长。马特·卡姆也将继续担任相同策略的角色。该团队强调协作的方法,在所有投资组合中应用一致的投资理念。包括怀特和卡姆在内的关键决策者,每位都有超过20年的经验,致力于通过战略投资组合评估增强客户价值。卡姆强调怀特的专业知识和全球视野对他们管理中型成长策略的合作关系至关重要。

Potential Positives

潜在的积极因素

  • Jason White's appointment as Co-Lead Portfolio Manager underscores the firm's commitment to leveraging experienced leadership in its investment strategies.
  • The collaborative approach maintained by the Growth team fosters consistency in investment philosophy and enhances the potential for value-added results for clients.
  • The combined experience of the team's key decision-makers, each with over 20 years in the industry, brings credibility and stability to the management of the U.S. Mid-Cap Growth Strategy.
  • 杰森·怀特被任命为联合投资组合经理,突显了公司在投资策略中利用经验丰富的领导力的承诺。
  • 成长团队所保持的协作方法促进了投资理念的一致性,并增强了为客户提供附加价值结果的潜力。
  • 团队关键决策者的综合经验,每人都有超过20年的行业经验,带来了信誉和稳定性,为美国中型成长策略的管理提供保障。

Potential Negatives

潜在负面影响

  • The appointment of a new Co-Lead Portfolio Manager may signal previous performance concerns that necessitated a change in leadership for the U.S. Mid-Cap Growth Strategy.
  • The emphasis on continuous evaluation and corrective measures by the team could indicate a need to address underperformance or weaknesses in their investment strategies.
  • 新任共同首席投资经理的任命可能表明之前的业绩问题,导致美国中型成长策略需要更换领导层。
  • 团队对持续评估和纠正措施的重视可能表明需要解决业绩不佳或投资策略中的弱点。

FAQ

FAQ

Who is joining Artisan Partners as Co-Lead Portfolio Manager?

谁将作为共同首席投资经理加入artisan partners?

Jason White will join Matt Kamm as Co-Lead Portfolio Manager of the U.S. Mid-Cap Growth Strategy.

杰森·怀特将与马特·卡姆共同担任美国中型成长策略的共同首席投资经理。

What strategies will Jason White manage at Artisan Partners?

杰森·怀特将在artisan partners管理哪些策略?

In addition to the U.S. Mid-Cap Growth Strategy, Jason will manage the Global Discovery, Global Opportunities, and U.S. Small-Cap Growth strategies.

除了美国中型成长策略外,杰森还将管理全球发现、全球机会和美国小型成长策略。

When will the leadership change take effect?

领导层更换将于何时生效?

The leadership change will be effective January 1, 2025.

领导层变动将于2025年1月1日生效。

What experience does the Growth team have?

增长团队有什么经验?

All key decision-makers, including Jason White and Matt Kamm, have over 20 years of experience in investment management.

所有关键决策者,包括杰森·怀特和马特·卡姆,在投资管理方面拥有超过20年的经验。

What is Artisan Partners' investment philosophy?

artisan partners的投资理念是什么?

Artisan Partners maintains a highly collaborative approach to portfolio management based on their established investment philosophy and process.

artisan partners采取高度协作的投资组合管理方法,基于其既定的投资理念和流程。

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

免责声明:这是由GlobeNewswire分发的新闻稿的人工智能生成摘要。用于总结这份稿件的模型可能会出错。请在这里查看完整发布。


$APAM Hedge Fund Activity

$APAm对冲基金活动

We have seen 180 institutional investors add shares of $APAM stock to their portfolio, and 163 decrease their positions in their most recent quarter.

我们已看到180家机构投资者在最近一个季度中增加了$APAm股票的份额,163家则降低了他们的持仓。

Here are some of the largest recent moves:

以下是一些最近最大的交易动态:

  • INVESCO LTD. removed 475,184 shares (-49.9%) from their portfolio in Q3 2024
  • WASATCH ADVISORS LP added 365,434 shares (+25.3%) to their portfolio in Q3 2024
  • VANGUARD GROUP INC added 237,141 shares (+3.0%) to their portfolio in Q3 2024
  • VICTORY CAPITAL MANAGEMENT INC added 202,074 shares (+22.0%) to their portfolio in Q3 2024
  • FEDERATED HERMES, INC. removed 174,881 shares (-18.0%) from their portfolio in Q3 2024
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 154,536 shares (+6.2%) to their portfolio in Q3 2024
  • JUPITER ASSET MANAGEMENT LTD removed 144,241 shares (-56.4%) from their portfolio in Q3 2024
  • 英维达有限公司在2024年第三季度从其投资组合中移除475,184股(-49.9%)
  • 瓦萨奇顾问有限公司在2024年第三季度向其投资组合中增加365,434股 (+25.3%)
  • 先锋集团在2024年第三季度向其投资组合中增加237,141股 (+3.0%)
  • 胜利资本管理有限公司在2024年第三季度向其投资组合中增加202,074股 (+22.0%)
  • 富达赫尔墨斯公司在2024年第三季度从其投资组合中移除174,881股(-18.0%)
  • 嘉信理财投资管理有限公司在2024年第三季度向其投资组合中增加154,536股 (+6.2%)
  • 木星资产管理有限公司在2024年第三季度从其投资组合中移除144,241股(-56.4%)

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

要追踪对冲基金的股票组合,请查看Quiver Quantitative的机构持股仪表板。

Full Release

全面发布



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.


密尔沃基,2024年11月18日(环球新闻)-- artisan partners asset management 公司(纽交所代码:APAM)今天宣布,杰森·怀特将于2025年1月1日加入马特·卡姆,担任美国中型股成长策略的联合投资组合经理。杰森将担任美国中型股成长策略的联合投资组合经理,此外还将继续担任全球探索策略的首席投资组合经理。他将继续担任成长团队其他两个策略的投资组合经理——全球机会和美国小型股成长。



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.


马特·卡姆将与杰森·怀特一起担任美国中型股成长策略的联合投资组合经理,并继续担任成长团队其他三个策略的投资组合经理——全球机会、全球探索和美国小型股成长。



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.


成长团队将保持高度协作的方式,根据自团队成立以来一直存在的相同投资理念和流程来管理其每个投资组合。值得注意的是,团队的关键决策者吉姆·哈梅尔、马特·卡姆、杰森·怀特和杰伊·华纳在这个结构中都有超过20年的经验。



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."


卡姆先生解释道:"作为客户资本的优秀管理者,我们持续评估我们的投资组合,努力为客户带来高附加值的结果。团队致力于采取所有必要的行动和纠正措施,以推动改善。作为成长团队超过20年的资深成员和全球探索策略的首席投资组合经理,杰森的投资智慧、全球视野和创造价值的投资成果使他成为与我共同管理该策略的自然选择。我期待合作伙伴关系,专注于为信任我们的客户增加价值。"




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.



关于artisan partners asset management

artisan partners asset management是一家全球投资管理公司,为全球的高端客户提供广泛的高附加值投资策略,涵盖增长的资产类别。自1994年以来,公司致力于吸引经验丰富、严谨的投资专业人士来管理客户资产。artisan partners asset management的自主投资团队管理多种资产类别的多样化投资策略。不同的投资策略通过各种投资工具提供,以适应广泛的客户需求。




Press Inquiries

Eileen Kwei
800.399.1770

eileen.kwei@artisanpartners.com



新闻媒体查询

艾琳·奎
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.


artisan partners有限合伙企业(APLP)是一个在美国证券交易委员会(SEC)注册的投资顾问。artisan partners uk有限合伙企业(APUK)得到金融行为监管局的授权和监管,并且是SEC注册的投资顾问。APEL Financial Distribution Services Limited (AP Europe)受到爱尔兰中央银行的监管。APLP、APUk和AP Europe与其母公司及附属公司统称为artisan partners。




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.



国际投资涉及特殊风险,包括货币波动、流动性较低、不同的会计方法以及经济和政治体系,以及更高的交易成本。这些风险在新兴市场和发达市场较少的市场中通常更为明显,包括前沿市场。中小型公司的证券往往运营历史较短,波动性更大、流动性较差,并且在某些时期可能表现不如大型公司的证券。增长型证券在某一特定时期可能表现不如其他资产类型。



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.


此公告仅供信息用途,不构成任何国家对资金或投资服务的投资或认购的要约、邀请或招揽。任何持有此材料的人在此被通知,除非遵守当地法规,否则不会采取任何允许提供artisan partners产品或服务的行动。此公告及与此公告相关的任何其他材料未提交给任何当地监管机构进行事先审查或批准。此材料仅供收件人信息和使用,不得在任何地方(整体或部分)分发或提供,除非当地法律和法规允许。



2024 Artisan Partners. All rights reserved.


2024 artisan partners。所有权利保留。



声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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