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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

Artisan Partners任命Jason White爲美國中型成長策略的聯合投資組合經理
Quiver Quantitative ·  2024/11/19 01:10

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

artisan partners宣佈傑森·懷特爲美國中型成長策略的聯合投資組合經理,任命將於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.宣佈傑森·懷特將於2025年1月1日與馬特·卡姆共同擔任美國中型成長策略的聯合投資組合經理。傑森目前是全球發現策略的首席投資組合經理,將繼續管理成長團隊中的其他策略,包括全球機會和美國小型成長。馬特·卡姆也將繼續擔任相同策略的角色。該團隊強調協作的方法,在所有投資組合中應用一致的投資理念。包括懷特和卡姆在內的關鍵決策者,每位都有超過20年的經驗,致力於通過戰略投資組合評估增強客戶價值。卡姆強調懷特的專業知識和全球視野對他們管理中型成長策略的合作關係至關重要。

Potential Positives

潛在的積極因素

  • 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.
  • 傑森·懷特被任命爲聯合投資組合經理,突顯了公司在投資策略中利用經驗豐富的領導力的承諾。
  • 成長團隊所保持的協作方法促進了投資理念的一致性,並增強了爲客戶提供附加價值結果的潛力。
  • 團隊關鍵決策者的綜合經驗,每人都有超過20年的行業經驗,帶來了信譽和穩定性,爲美國中型成長策略的管理提供保障。

Potential Negatives

潛在負面影響

  • 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.
  • 新任共同首席投資經理的任命可能表明之前的業績問題,導致美國中型成長策略需要更換領導層。
  • 團隊對持續評估和糾正措施的重視可能表明需要解決業績不佳或投資策略中的弱點。

FAQ

FAQ

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

誰將作爲共同首席投資經理加入artisan partners?

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

傑森·懷特將與馬特·卡姆共同擔任美國中型成長策略的共同首席投資經理。

What strategies will Jason White manage at Artisan Partners?

傑森·懷特將在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.

除了美國中型成長策略外,傑森還將管理全球發現、全球機會和美國小型成長策略。

When will the leadership change take effect?

領導層更換將於何時生效?

The leadership change will be effective January 1, 2025.

領導層變動將於2025年1月1日生效。

What experience does the Growth team have?

增長團隊有什麼經驗?

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

所有關鍵決策者,包括傑森·懷特和馬特·卡姆,在投資管理方面擁有超過20年的經驗。

What is Artisan Partners' investment philosophy?

artisan partners的投資理念是什麼?

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

artisan partners採取高度協作的投資組合管理方法,基於其既定的投資理念和流程。

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.

免責聲明:這是由GlobeNewswire分發的新聞稿的人工智能生成摘要。用於總結這份稿件的模型可能會出錯。請在這裏查看完整發布。


$APAM Hedge Fund Activity

$APAm對沖基金活動

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

我們已看到180家機構投資者在最近一個季度中增加了$APAm股票的份額,163家則降低了他們的持倉。

Here are some of the largest recent moves:

以下是一些最近最大的交易動態:

  • 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
  • 英維達有限公司在2024年第三季度從其投資組合中移除475,184股(-49.9%)
  • 瓦薩奇顧問有限公司在2024年第三季度向其投資組合中增加365,434股 (+25.3%)
  • 先鋒集團在2024年第三季度向其投資組合中增加237,141股 (+3.0%)
  • 勝利資本管理有限公司在2024年第三季度向其投資組合中增加202,074股 (+22.0%)
  • 富達赫爾墨斯公司在2024年第三季度從其投資組合中移除174,881股(-18.0%)
  • 嘉信理財投資管理有限公司在2024年第三季度向其投資組合中增加154,536股 (+6.2%)
  • 木星資產管理有限公司在2024年第三季度從其投資組合中移除144,241股(-56.4%)

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

要追蹤對沖基金的股票組合,請查看Quiver Quantitative的機構持股儀表板。

Full Release

全面發佈



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.


密爾沃基,2024年11月18日(環球新聞)-- artisan partners asset management 公司(紐交所代碼:APAM)今天宣佈,傑森·懷特將於2025年1月1日加入馬特·卡姆,擔任美國中型股成長策略的聯合投資組合經理。傑森將擔任美國中型股成長策略的聯合投資組合經理,此外還將繼續擔任全球探索策略的首席投資組合經理。他將繼續擔任成長團隊其他兩個策略的投資組合經理——全球機會和美國小型股成長。



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.


馬特·卡姆將與傑森·懷特一起擔任美國中型股成長策略的聯合投資組合經理,並繼續擔任成長團隊其他三個策略的投資組合經理——全球機會、全球探索和美國小型股成長。



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.


成長團隊將保持高度協作的方式,根據自團隊成立以來一直存在的相同投資理念和流程來管理其每個投資組合。值得注意的是,團隊的關鍵決策者吉姆·哈梅爾、馬特·卡姆、傑森·懷特和傑伊·華納在這個結構中都有超過20年的經驗。



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."


卡姆先生解釋道:"作爲客戶資本的優秀管理者,我們持續評估我們的投資組合,努力爲客戶帶來高附加值的結果。團隊致力於採取所有必要的行動和糾正措施,以推動改善。作爲成長團隊超過20年的資深成員和全球探索策略的首席投資組合經理,傑森的投資智慧、全球視野和創造價值的投資成果使他成爲與我共同管理該策略的自然選擇。我期待合作伙伴關係,專注於爲信任我們的客戶增加價值。"




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.



關於artisan partners asset management

artisan partners asset management是一家全球投資管理公司,爲全球的高端客戶提供廣泛的高附加值投資策略,涵蓋增長的資產類別。自1994年以來,公司致力於吸引經驗豐富、嚴謹的投資專業人士來管理客戶資產。artisan partners asset management的自主投資團隊管理多種資產類別的多樣化投資策略。不同的投資策略通過各種投資工具提供,以適應廣泛的客戶需求。




Press Inquiries

Eileen Kwei
800.399.1770

eileen.kwei@artisanpartners.com



新聞媒體查詢

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有限合夥企業(APLP)是一個在美國證券交易委員會(SEC)註冊的投資顧問。artisan partners uk有限合夥企業(APUK)得到金融行爲監管局的授權和監管,並且是SEC註冊的投資顧問。APEL Financial Distribution Services Limited (AP Europe)受到愛爾蘭中央銀行的監管。APLP、APUk和AP Europe與其母公司及附屬公司統稱爲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.



國際投資涉及特殊風險,包括貨幣波動、流動性較低、不同的會計方法以及經濟和政治體系,以及更高的交易成本。這些風險在新興市場和發達市場較少的市場中通常更爲明顯,包括前沿市場。中小型公司的證券往往運營歷史較短,波動性更大、流動性較差,並且在某些時期可能表現不如大型公司的證券。增長型證券在某一特定時期可能表現不如其他資產類型。



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.


此公告僅供信息用途,不構成任何國家對資金或投資服務的投資或認購的要約、邀請或招攬。任何持有此材料的人在此被通知,除非遵守當地法規,否則不會採取任何允許提供artisan partners產品或服務的行動。此公告及與此公告相關的任何其他材料未提交給任何當地監管機構進行事先審查或批准。此材料僅供收件人信息和使用,不得在任何地方(整體或部分)分發或提供,除非當地法律和法規允許。



2024 Artisan Partners. All rights reserved.


2024 artisan partners。所有權利保留。



声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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