As the bull market enters its 10th year and valuations continue climbing across most market sectors, investors naturally begin to question where future growth may come from.
Artisan Partners Growth Team is focused on identifying high-quality franchises that are on the cusp of or in the early stages of compelling profit cycles—wherever they may occur.
As the market cycle matures, the team’s process becomes even more critical to identifying opportunities for accelerating profit growth.
The Growth team’s Jason White, lead portfolio manager for the recently launched Artisan Global Discovery Strategy, will discuss where the team is finding compelling opportunities, even against the backdrop of a maturing bull market.
Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution.
Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team
Moderated by Brendan Maton, IPE
Growth is the major buzzword in mobile. Yet, what does it mean to grow your active user base if you can’t effectively engage and retain those users? The challenge many mobile apps are now facing is how to keep users once they’re onboarded. It costs more to acquire new users than it does to retain existing customers, however, it’s not easy to scale growth with retention.
Join Andrew Chen, growth at Uber, and Momchil Kyurkchiev, CEO and co-founder of Leanplum, to learn:
- How to build a complementary strategy for mobile growth and retention
- How to create a system of mobile growth built in and around the product
- Predictions for the future of mobile growth and retention hacking
Join our panel of portfolio managers – each with a distinct, active, high-conviction approach – as they discuss the current opportunity and outline the techniques they employ to locate resilient sources of growth in today’s challenging US equity market environment.Read more >
Growth is getting harder to find as the economic cycle matures. And as it becomes scarce, US companies that can produce and maintain organic growth should become increasingly prized.
To discover sources of sustainable growth, investors must take a close look at company-specific trends and build independent models that capture the unconventional catalysts of long-term earnings and stock returns.
Join Frank Caruso, CIO-US Growth Equities, as he explains how to find exceptional US companies with an enduring competitive advantage as they forge new markets or benefit from secular changes..
The current business environment characterised by cost-efficiency, increasing productivity and high stakeholder expectations has amplified the need for growth. All companies want to grow, yet so many fail.
This webinar will discuss:
- Why, and what examples highlight the reasons for successful growth
- Samples of successful and unsuccessful growth
- The role that culture plays
- Findings that will help your growth initiative
The Growth Excellence Matrix (GEM) offers a process and roadmap for busy executive teams to concentrate on and solve the issues most likely to improve top-line results. GEM adds rigor to the strategic planning process, gets key people on the same page, prioritizes limited resources, highlights improvement opportunities, and reveals future growth potential. GEM evaluates 20 key drivers of growth strategy and strategy implementation derived from both quantitative analysis and years of growth consulting experience. This presentation will identify:
- The top growth strategy and strategy implementation metrics to monitor
- Why these metrics are important
- How these metrics measure your company’s growth strategy and the ability to execute on that strategy
- How alignment amongst the senior management can drive growth
- The value of conducting a diagnostic to assist in identifying growth blockages
- The approach to developing a strategic roadmap for improvement to ensure these blockages are cleared
We believe that over time the earnings growth of an underlying business will ultimately be reflected in its stock price.Read more >
Let’s face it, when it comes to marketing, our target market has created a wall, it’s not their fault, it’s ours. Think about this - you’re responsible for generating over 5,000 leads this quarter, how are you going to do it?
- Create another eBook?
- Write more blogs?
- Invest more money in AdWords?
- Refocus on building pipeline with ABM?
You would probably want a combination of all the above, but that’s time-consuming and quickly adds up $$$. And even if you’re doing all of the above, there isn’t a guarantee that these channels will cut through the noise. Take these examples into consideration:
- 57% of Internet users don’t click on banner ads because they’re afraid of receiving spam or malware.
- 18% of Internet users in the U.S. use an ad blocker, which resulted in a loss of $5.8 billion in ad revenue on 2014.
- Spotify Premium grew by a cool 10 million users since 2014 as consumers sought an ad-free listening experience.
If you’re a start-up, small company, (even if you’re pretty big) marketing budgets are tight and always scrutinized. Influencer marketing has proven to be a profitable and scalable channel, if done right. Learn from growth marketing experts as they give you tips on how to Growth hack your business through Influencer Marketing.
ASEAN as a single entity over 50 years has evolved from resuming regional security and fostering trade integration to achieving a holistic and comprehensive economic community. ASEAN, at the current level of economic growth, is poised to become the fourth-largest market—after EU, US, and China—by 2030, supported by an increased skilled workforce, abundant natural resources, and favorable geographic location for trade and commerce. This briefing examines the potential contributions of this integration to regional growth by analyzing the impact of various Mega Trends, the new growth drivers, and the areas of innovation most likely to be seen in ASEAN by 2025.Read more >
2017 was a year to remember. U.S. equity markets reached new all-time highs, the Eurozone gathered steam amid a broad-based recovery and emerging markets rallied on improving fundamentals and economic reforms – and volatility hovered at historic lows.
Join our webinar where CIO Matthew Benkendorf will share his thoughts on what’s in store for 2018. Andrew Raisman, Head of Quality Growth Sales EMEA, will moderate a live Q&A with Matt.
In the past two decades there has never been a more important time to leverage a Proven Scientific Approach to Developing Your Sales Growth Strategy then there is today. Selling has changed dramatically just over the past 2 years of our economic downturn, and most companies realize that they just can't achieve aggressive sales growth goals without a significant change to their existing sales strategy. For the past 12 years Outbound Excellence has specialized in Developing Sales Growth Strategies for companies through North America and Europe. We have specialized tools and guides, and proven sales growth processes that you can leverage to develop a 2011 Sales Growth Strategy that will allow you to Achieve and Maintain - Continuous Profitable Sales and Customer Growth Performance. Staying competitive in the market today is risky enough, don't take a risk when developing your 2011 Sales Growth Strategy. Take a proven approach and focus your strategic planning efforts on capturing new market share from your competitors. This webcast will show you how to Develop A Record Setting Sales Strategy for 2011. Don't Miss It!Read more >
In the last few years, we have seen impressive bull market returns in the US equity space, however, strong economic fundamentals and 17x multiples implies strong equity returns that have yet to be realised. Interest rates and inflation remain at historic lows, corporate earnings continue to impress, US economic growth is accelerating, employment and housing numbers are strong and getting stronger, and consumers and businesses alike will soon start reaping the benefits of cheaper oil. Given these conditions, as a long only, active stock picker, we will explain why we see such tremendous opportunity in the US growth equity space right now. Using our proprietary fundamental research and financial analysis, we continue to identify the very best of the growth universe and then actively trade those names.Read more >
Vontobel works with many institutional and intermediary clients around the world and has dedicated sales and service teams located in the US, Europe and Asia-Pacific that are familiar with local practices and regulations.Read more >
We provide a boutique investment experience for institutional and intermediary clients around the world. With an unwavering focus on bottom-up, fundamental research, our goal is to compound our clients’ capital over time without undue risk.Read more >
Where some see complexity and uncertainty, we try to see past the clutter. Global Equities Specialists since 1984.Read more >
Gavin Launder - Growth Trust Q4 update and 2018 outlook
Lead Fund Manager Gavin Launder discusses strong fund performance in the 2017 UK equity market, where he favours consumer services and technology focused stocks.
New opportunities are opening up as technologies such as artificial intelligence and the Internet of Things go mainstream. But at the same time businesses are under intense pressure to meet changing customer expectations. In this session, learn five key trends that will drive profitability and growth in 2018, if you can quickly leverage them and adapt to them. Anita will explain what these trends mean for your business, with concrete, actionable tips for how to take advantage of these trends in ways that add to your top line and bottom line. Get ahead of the curve and lead in your marketplace, by understanding how to use these trends for growth and profit.Read more >
Listen to Investment Director Edward Park's weekly market commentary, this week's theme in detail is US Growth.Read more >
Business conditions for the environmental industry are currently strong, particularly in infrastructure, transportation and commercial development markets. Still, forecasters are predicting the market will begin to experience recessionary conditions in the next 18-24 months. What’s your strategic plan? Are you positioned to benefit from any market changes, and what will be the opportunities and challenges?
Join us for this timely webinar and come away armed with the tips you need to position your firm for growth. Al Spiers, 2020 Environmental Group Founder and CEO, will give attendees proven strategies for developing an effective strategic growth plan. Topics will include: what markets are hot and not; strategic growth plans for expanding into new markets and geographies; improving key performance metrics to support investment strategies; and opportunities for using M&A as a growth strategy. This includes companies that may be considering selling and merging with a new, larger strategic partner.
Learning how to drive growth is a major key to the success of a business - but it is also equally as important to learn how to analyze and attribute that growth in order to understand key drivers and continue growth momentum. Pulling from his experience growing and leading the product teams at Instacart, Wealthfront, and LinkedIn, Elliot Shmukler will take the stage to discuss best tactics for analyzing growth, identifying what worked and what did not, and how to build a strategy around those findings to replicate the effects and ensure continued growth.Read more >
Businesses and product managers love to shout about being “data-driven.” Data is obviously fundamental, but with an industry average conversion rate of 3%, most of our data is internal-facing and biased towards the minority of existing customers who have successfully converted. What about the majority who are non-customers? We are often blind to why non-customers fail, yet break-through products can come from understanding the potential customers who never show up in your dashboards and models. Stop navel gazing and join this session where Chad Jennings will share case studies, frameworks and methods you can use to uncover insights that can drive not only growth but useful, usable and delightful products.Read more >
Gavin Launder gives a quarterly review on how the Growth Trust has been performing.Read more >