Corporate Engagement

The team’s goal is establishing deep, strategic relationships with portfolio companies early in their life cycles, when influence extends beyond just capital. The team consults with management frequently on business strategy and execution, risk awareness and mitigation, and socially responsible practices.

Once the team has narrowed the universe to a pool of candidates, it takes a layered approach to identifying asymmetric upside/downside return opportunities, measuring end-market exposures and risks, and analyzing portfolio analytics. The end result is a concentrated portfolio of high-conviction positions across public and private markets.

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Artisan Partners Funds are distributed through Artisan Partners Distributors LLC, member FINRA, a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is owned by Artisan Partners Holdings, LP. Artisan Partners Limited Partnership does not provide investment advice directly to shareholders of the Artisan Partners Funds.

Team Highlights

The investment team combines the benefits of strong leadership with the creative ideas of experienced research analysts.

The team seeks to invest in companies within its preferred themes with sustainable growth characteristics at attractive valuations that do not fully reflect their long-term potential.

Themes

The team identifies long-term secular growth trends with the objective of investing in companies that have meaningful exposure to these trends. The team’s fundamental analysis focuses on those industry leaders with attractive growth and valuation characteristics that will be long-term beneficiaries of any structural change and/or trend.

Sustainable Growth

Valuation

The team uses multiple valuation metrics to establish a target price range. The team assesses the relationship between its estimate of a company's sustainable growth prospects and its current valuation.

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Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995. Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.

Prior to joining Artisan Partners in August 2000, Mr. Hamker worked on the European Equities Desk in the New York office of Banque Nationale de Paris. Earlier in his career, he worked in the Paris and London offices of J.P. Morgan. Mr. Hamker holds a bachelor’s degree with a specialization in finance and economics from the European Business School in Paris. He is fluent in French and German.

Artisan Partners Global Equity Team

From left to right: Mark Yockey, Charles-Henri Hamker, Andrew Euretig and Tiffany Hsiao (not pictured)

Idea Generation

The team starts with a broad investment universe of small and mid-cap public and private companies in Greater China. From there, it screens for high sales growth and ROIC and strong balance sheets. The team also performs extensive on-the-ground research and leverages its deep network to gain insight into compelling entrepreneurs and opportunities.

The team applies a multi-faceted, venture mindset to ensure it identifies the entrepreneurs it believes likeliest to disrupt a sizeable existing market or create a new one.