Artisan Partners Asset Management Inc. (NYSE: APAM), a leading global investment management firm, has announced its preliminary assets under management (AUM) totaled $161.2 billion as of December 31, 2024. This report provides key insights into the firm’s financial health and investment strategy performance.
The firm’s announcement detailed the breakdown of its AUM across different fund categories. Artisan Funds and Artisan Global Funds accounted for $77.6 billion, while separate accounts and other AUM reached $83.6 billion. This distribution highlights the diverse range of investment vehicles managed by Artisan Partners, catering to various client needs and preferences.
In December, Artisan Partners experienced typical year-end financial activities, including annual income and capital gains distributions from certain Artisan Funds. The reported month-end AUM reflects an approximate $450 million impact from these distributions, specifically from amounts not reinvested. This seasonal fluctuation is a normal part of fund management and provides context for understanding the AUM figures.
Preliminary Assets Under Management by Strategy (As of December 31, 2024) | $ Millions |
---|---|
Growth Team | |
Global Opportunities | 20,591 |
Global Discovery | 1,808 |
U.S. Mid-Cap Growth | 12,952 |
U.S. Small-Cap Growth | 3,094 |
Global Equity Team | |
Global Equity | 346 |
Non-U.S. Growth | 12,410 |
China Post-Venture | 178 |
U.S. Value Team | |
Value Equity | 4,915 |
U.S. Mid-Cap Value | 2,666 |
Value Income | 16 |
International Value Team | |
International Value | 43,911 |
International Explorer | 384 |
Global Value Team | |
Global Value | 28,364 |
Select Equity | 315 |
Sustainable Emerging Markets Team | |
Sustainable Emerging Markets | 1,552 |
Credit Team | |
High Income | 11,593 |
Credit Opportunities | 272 |
Floating Rate | 77 |
Developing World Team | |
Developing World | 4,100 |
Antero Peak Group | |
Antero Peak | 1,979 |
Antero Peak Hedge | 232 |
International Small-Mid Team | |
Non-U.S. Small-Mid Growth | 6,544 |
EMsights Capital Group | |
Global Unconstrained | 701 |
Emerging Markets Debt Opportunities | 1,024 |
Emerging Markets Local Opportunities | 1,184 |
Total Firm Assets Under Management (AUM) | 161,208 |
This detailed breakdown of AUM by investment strategy offers valuable insights for investors and stakeholders. The International Value team stands out with the largest share, managing $43.9 billion, indicating strong investor interest in international value strategies. The Global Value team also demonstrates significant AUM at $28.3 billion, further emphasizing the firm’s strength in value-oriented investment approaches. Growth strategies, while distributed across several teams, collectively represent a substantial portion of the AUM, reflecting a balanced approach to investment management.
About Artisan Partners
Artisan Partners Asset Management Inc. operates as a global investment management firm committed to delivering high value-added investment strategies to a sophisticated global clientele. Since its inception in 1994, Artisan Partners has focused on attracting and retaining experienced and disciplined investment professionals. These autonomous investment teams manage a diverse array of strategies across various asset classes, providing clients with a broad spectrum of investment solutions tailored to meet their specific mandates. The firm’s structure and philosophy emphasize investment autonomy, fostering an environment where investment professionals can focus on achieving strong, long-term results for their clients.
For investor relations inquiries, Artisan Partners encourages stakeholders to reach out at 866.632.1770 or via email at [email protected]. This preliminary AUM report underscores Artisan Partners Asset Management Inc.’s position as a significant player in the asset management industry, reflecting its robust AUM and diverse investment capabilities.
Source: Artisan Partners Asset Management Inc.