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:
Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution.
Jason White:
Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team
Moderated by Brendan Maton, IPE