Big Tech may be able to buy compute, but it cannot buy grid capacity on the same timeline Large technology companies are set to spend more than $700 billion on artificial intelligence (AI)-related capital expenditures in 2026, fueling a rapid expansion of data center infrastructure. That level of spending can secure chips, servers and data-center capacity. It cannot as easily compress the timelines required to generate, transmit and deliver electricity. The recent announcemen

Ryan Wood from Artisan Partners provides a brief overview of the Artisan Global Value Fund, covering the team's investment philosophy, disciplined research process, portfolio approach and partnership with Copia.

As private credit has grown, so too have concerns around leverage, lending standards and risk. In this discussion, Bryan Krug explores the capital cycle, why some parts of the market have become overheated, and how a flexible approach across public and private credit can help uncover attractive opportunities while managing risk.

Ryan Wood from Artisan Partners explains the team's disciplined approach to identifying high-quality businesses trading below their intrinsic value, and the four key pillars that underpin their long-term investment process.

Artificial intelligence is reshaping the software landscape, but not all software businesses face the same risks. In this discussion, Bryan Krug explores how the team evaluates software companies, where opportunities remain, and why disciplined underwriting continues to be the key to navigating an evolving market.

Learn how the Global Value Fund can complement client portfolios and discover the disciplined research process behind every investment decision.

What the start of this decade has made increasingly clear is that today’s global security environment has become more uncertain, and we are living in a more dangerous world than before. Conflicts in Ukraine and Iran, along with broader geopolitical instability, are reinforcing the need for sustained investment in national defence. We believe this represents a shift from episodic spending cycles toward a more durable, multi-year rearmament phase. The question is no longer whet

We are pleased to announce that the Artisan Global Discovery Fund has been named a finalist in the Global Equities Small and Mid-Caps category at the 2026 Money Management Fund Manager of the Year Awards.

If you had the potential opportunity to increase returns while reducing risk, wouldn’t you take it? For investors seeking a steady, income-generating investment that has historically shown far less volatility than other fixed income alternatives, bank loans—also known as leveraged, floating rate and broadly syndicated loans—might be the solution. The asset class has been a dependable source of income and return for investors for decades, delivering attractive performance acro

In this video, Chip Ridley, CFA, Managing Director, reflects on a bittersweet 2025. While absolute returns were solid and longer term performance remains strong, results were mixed relative to the broader market. He discusses the key drivers of the year, including AI related positioning, challenges in software and healthcare, and the impact of being underweight financials. Chip also outlines portfolio adjustments and highlights opportunities ahead in healthcare, European defe

Structured to capitalize on the Artisan Partners Growth Team’s 20-plus years’ experience of growth investing, the Artisan Global Discovery Strategy is a highly flexible portfolio of companies representing some of the team’s best ideas across the global economy. Some key attributes of the strategy include: Unconstrained Market Cap and Geographic Mandates Absent an upper limit on the strategy’s market-cap mandate, the team can stick with its global investment campaigns through

In this video, Jason White, Portfolio Manager of the Artisan Global Discovery Fund, explores growth opportunities in healthcare, defence, aerospace and AI, and closes with an update on portfolio positioning and the holdings driving long-term growth. Click below to watch the full video.

A Best Ideas, Global Growth Portfolio Structured to capitalize on the Artisan Partners Growth Team’s 20-plus years’ experience of growth...

We are delighted to share that the Artisan Global Discovery Fund has been shortlisted for the 37th Annual Money Management Fund Manager...

Media has not been a growth sector for many years as internet and direct-to-consumer models have transformed the sector. Businesses like...

A Best Ideas, Global Growth Portfolio Structured to capitalise on the Artisan Partners Growth Team’s 20-plus years’ experience of growth...

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on two key investment...

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on the market impact of...

Understanding the health of the global consumer is essential to forecasting economic growth, considering that consumer spending...

Why do we like the mid cap part of the market? The founders of the Artisan Partners Growth Team were attracted to mid-cap equities when...

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