Artisan Partners International Value Group Update
08 October 2024 - 12:34AM
Artisan Partners Asset Management Inc. (NYSE: APAM) announced today
the addition of Brian Louko as portfolio manager and Scott Bartley
as director on the Artisan Partners International Value Group. In
the coming months, Mr. Louko will build out the team and launch a
strategy focused on global special situations and flexible capital
opportunities.
The new strategy represents a natural expansion of degrees of
investment freedom for the International Value Group. Mr. Louko
will lead an investment team located in Boston focused on the
principles of value investing with the objective of generating
long-term wealth-building returns. David Samra, Founding Portfolio
Manager of the International Value Group, will serve in an advisory
capacity to Mr. Louko for the new strategy.
Prior to joining Artisan, Mr. Louko was a director at Benefit
Street Partners, where he focused on distressed and special
situations investing. Prior to that, he served as a research
analyst at MAST Capital Management, advisor and CFO at Embed.ly, as
well as director of capital markets credit risk at Fidelity
Investments. Mr. Louko holds a bachelor’s degree in business with a
focus on finance/accounting from Northeastern University and a
master’s degree in business administration from Columbia Business
School.
Mr. Bartley was previously a director at Paceline Equity
Partners, where he led the corporate credit origination team, which
is responsible for sourcing, negotiating and underwriting private
loans to middle market borrowers across a broad range of industries
and sectors. Prior to that, he held various positions, including at
MAST Capital Management and Advent International, sourcing and
evaluating potential long and short equity, high yield, leveraged
loan and distressed opportunities for investment. Mr. Bartley holds
a bachelor’s degree in economics from Brown University.
Regarding Mr. Louko’s and Mr. Bartley’s joining the Artisan
Partners International Value Group, Mr. Samra said, “For many years
we have tried to find the correct structure and the right talent
that would allow us to take advantage of select situations that
present alternative capital opportunities and offer the potential
for equity-like returns. We believe that Brian and Scott are well
positioned to lead that effort.”
Artisan Partners President Jason Gottlieb added, “We are excited
for this opportunity to further build upon our first-generation
International Value Group with this unique alternative investing
strategy, led by Brian Louko. Brian brings a thoughtful and
complementary value lens and utilizes additional degrees of freedom
through an expansive investment opportunity set beyond equities,
which we believe will be additive to the International Value
Group.”
About Artisan Partners Artisan Partners is a
global investment management firm that provides a broad range of
high value-added investment strategies in growing asset classes to
sophisticated clients around the world. Since 1994, the firm has
been committed to attracting experienced, disciplined investment
professionals to manage client assets. Artisan Partners’ autonomous
investment teams oversee a diverse range of investment strategies
across multiple asset classes. Strategies are offered through
various investment vehicles to accommodate a broad range of client
mandates.
Press InquiriesEileen
Kwei800.399.1770eileen.kwei@artisanpartners.com
Investments will rise and fall with market fluctuations
and investor capital is at risk. International investments involve
special risks, including currency fluctuation, lower liquidity,
different accounting methods and economic and political systems,
and higher transaction costs that may cause a loss of principal.
Fixed income securities carry interest rate risk and credit risk
for both the issuer and counterparty and investors may lose
principal value. In general, when interest rates rise, fixed income
values fall. High income securities are speculative, experience
greater price volatility and have a higher degree of credit and
liquidity risk than bonds with a higher credit rating. Value
securities may underperform other asset types during a given
period.
Artisan Partners Limited Partnership (APLP) is an investment
adviser registered with the U.S. Securities and Exchange Commission
(SEC). Artisan Partners UK LLP (APUK) is authorized and regulated
by the Financial Conduct Authority and is a registered investment
adviser with the SEC. APEL Financial Distribution Services Limited
(AP Europe) is regulated by the Central Bank of Ireland. APLP, APUK
and AP Europe are collectively, with their parent company and
affiliates, referred to as Artisan Partners herein.
This announcement is for information purposes only and does not
constitute an offer, an invitation or a solicitation for investment
or subscription for shares of funds or investment services in any
country. Any person who is in possession of this material is hereby
notified that no action has or will be taken that would allow an
offering of any Artisan Partners product or service unless in
compliance with local regulations. Neither this announcement nor
any other material relative to this announcement have been
submitted to any local regulatory authority for prior review or
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and use only and may not be distributed or made available (in whole
or in part) in any local jurisdiction, directly or indirectly,
except as permitted by local law and regulation.
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