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Artisan Partners

Artisan Partners Parent Rating

Above Average

Artisan’s unique and decentralized structure helps it attract and retain strong, independent investment teams, supporting its Above Average Parent rating.

Artisan’s investment teams effectively act as in-house boutiques. Although all the investment teams operate under the Artisan umbrella, each lead manager has the authority to hire their own research analysts and to set their own sales strategy. The managers finance these efforts through revenue-sharing deals struck with Artisan upon joining the firm. The firm allows each team a high degree of autonomy in making strategic decisions. Capacity management has been a strong point here, with more than half the firm’s lineup having been closed to new investors when the managers deem fit. Artisan has taken a modestly more hands-on approach with succession planning and has built sensible, but largely untested, incentive structures to encourage smooth leadership transitions as several of the firm’s longtime managers near retirement age.

Artisan is in the early stages of branching out beyond equity strategies. Although CEO Eric Colson sees multi-asset portfolios as the future, traditional equities still accounted for 95% of the firm’s $128 billion of assets as of December 2022. Lowering its above-average fees could help the firm attract additional investor interest, but performance has been mostly compelling despite this hurdle.

Artisan Partners Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

68.49 Bil

Investment Flows (TTM)

−420.91 Mil

Asset Growth Rate (TTM)

−0.71%

# of Share Classes

62
Morningstar Rating # of Share Classes
7
10
17
14
0
Not Rated 14

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