Street Calls of the Week
MILWAUKEE - Artisan Partners Asset Management Inc. (NYSE: APAM), a global investment management firm with a market capitalization of $3.01 billion and strong financial health according to InvestingPro, announced its preliminary assets under management (AUM) totaled $162.4 billion as of March 31, 2025. The firm's AUM includes $79.2 billion in Artisan Funds and Artisan Global Funds, with the remaining $83.2 billion comprising separate accounts and other vehicles such as collective investment trusts and private funds.
The breakdown of AUM by strategy reveals a diverse portfolio with significant holdings in International Value at $46.8 billion and Global Value at $29.9 billion. Other strategies include U.S. Mid-Cap Growth with $10.3 billion and Sustainable Emerging Markets at $1.6 billion. The firm's Growth Team, U.S. Value Team, and Credit Team also manage substantial assets across various strategies, with the High Income strategy accounting for $12.1 billion. Notable for investors, the company maintains an impressive 11.4% dividend yield and has sustained dividend payments for 13 consecutive years.
Artisan Partners, established in 1994, operates with a focus on attracting seasoned investment professionals to manage a wide array of strategies. The firm's approach is to utilize autonomous investment teams, each responsible for their distinct investment strategies across multiple asset classes. These strategies are made available through a variety of investment vehicles to meet the diverse needs of sophisticated clients worldwide.
The financial information provided is based on a press release statement from Artisan Partners Asset Management Inc. and is intended to offer a snapshot of the company's financial position regarding assets under management as of the end of the first quarter of 2025. The details offer insight into the firm's size and scope within the investment management industry, without suggesting future performance or positioning in the market.
In other recent news, Artisan Partners Asset Management Inc. announced significant leadership changes, with Jason Gottlieb set to become the new Chief Executive Officer. This transition will take place following the firm's annual stockholders meeting on June 4, 2025. Gottlieb, who currently serves as the President of Artisan Partners, has been with the company since October 2016, holding various leadership roles, including Chief Operating Officer of Investments. Before joining Artisan, he was a partner and managing director at Goldman Sachs. Eric Colson, the current CEO, will transition to the role of Executive Chair, succeeding Stephanie DiMarco, who will become the Lead Independent Director. Colson expressed confidence in Gottlieb's ability to lead, citing his strategic contributions and track record. Gottlieb has expressed enthusiasm for his new role, emphasizing the firm's potential for growth and dedication to client success. This leadership transition is part of Artisan's long-term succession planning strategy.
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