Update on Artisan Partners Growth Team Portfolio Management
MILWAUKEE — Artisan Partners Asset Management Inc. (NYSE: APAM) has announced an important change within its portfolio management team. Craigh Cepukenas will conclude his portfolio management duties at the end of this year. Although he will continue to play a vital advisory role as a managing director within the Artisan Partners Growth Team, he will step back from making portfolio management decisions starting December 31, 2024.
Effective January 1, 2025, Co-Lead Portfolio Manager Jay Warner will take on the role of sole Lead Portfolio Manager for the Artisan U.S. Small-Cap Growth Strategy. Meanwhile, the other portfolio managers on the Artisan Partners Growth Team—Jim Hamel, Matt Kamm, and Jason White—will maintain their leadership over their respective strategies: Artisan Global Opportunities, U.S. Mid-Cap Growth, and Global Discovery Strategies.
The Growth Team remains dedicated to its collaborative approach, ensuring that its various portfolios are managed in alignment with the established investment philosophy and process that has been in place since the team was formed. This structure is designed to provide clients with a consistent investment strategy across different portfolio types.
Reflecting on this transition, Matt Kamm stated, “Craigh has reached a point in his life and career where it is appropriate to lessen his involvement in daily portfolio management. At the same time, Jay has consistently added immense value for our clients, showcasing the strong leadership and expertise necessary to guide the U.S. Small-Cap Growth portfolio.”
Artisan Partners President Jason Gottlieb remarked, “Since joining the firm in 1995, Craigh has made significant contributions to achieving solid long-term results for our clients. He has also been instrumental in fostering investment talent and exemplifying the Growth Team’s culture. We have complete confidence in Jay’s ability to continue the exceptional work that has characterized the Growth Team for many years.”
About Artisan Partners
Artisan Partners is a global investment management firm committed to providing a diverse range of high value-added investment strategies across expanding asset classes for sophisticated clients around the world. Since its founding in 1994, Artisan Partners has prioritized attracting experienced and disciplined investment professionals to effectively manage client assets. The firm’s independent investment teams oversee a wide variety of investment strategies across multiple asset classes, offering solutions through various investment vehicles to meet a broad spectrum of client needs.
Contact Information
For press inquiries, please reach out to:
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 also registered as an investment adviser with the SEC. APEL Financial Distribution Services Limited (AP Europe) is regulated by the Central Bank of Ireland. Together, APLP, APUK, and AP Europe, along with their parent company and affiliates, are collectively known as Artisan Partners.
This announcement is intended purely for informational purposes and does not constitute an offer, invitation, or solicitation for investment in any Artisan Partners product or service. Additionally, no materials related to this announcement have been submitted for approval to any local regulatory authority.
Frequently Asked Questions
1. What changes are being made to the portfolio management team at Artisan Partners?
Craigh Cepukenas is stepping down from his portfolio management responsibilities and will transition to an advisory role. Jay Warner will become the sole Lead Portfolio Manager for the U.S. Small-Cap Growth Strategy starting January 1, 2025.
2. Who will continue to manage the other investment strategies?
Jim Hamel, Matt Kamm, and Jason White will continue to oversee the Artisan Global Opportunities, U.S. Mid-Cap Growth, and Global Discovery Strategies, respectively.
3. What is the philosophy of the Artisan Partners Growth Team?
The Growth Team adheres to a highly collaborative approach, managing portfolios according to a consistent investment philosophy and process that has been established since its inception.
4. How long has Craigh Cepukenas been with Artisan Partners?
Craigh Cepukenas has been with Artisan Partners since 1995, significantly contributing to the firm's long-term success and the cultivation of investment talent.
5. How can one contact Artisan Partners for more information?
For press inquiries, you can reach Eileen Kwei at 800.399.1770 or via email at eileen.kwei@artisanpartners.com.
