Transaction log

  • May 16, 2022 - Bought 40 @ $34.00 (0.92% wtg, coffee can)

Artisan Partners Asset Mgt

Location: Milwaukee, Wisconsin

 

Estimated fair value history

  • Jun-25 - $57 (6.0% MFCF yield)

  • Sep-25 - $58

  • Dec-25 - $61

  • Mar-26 - $62

  • Jun-26 - $63

Profile

Symbol: APAM

Industry: Asset management

Sector: Financial services

Theme: Active investing comeback

Annual gross profit: $568 million

5-Year gross profit growth: -0.5%/year

5-Year shareholder growth: +34.0%/year

Estimated fair value: $63

Valuation assumption: 6.0% MFCF yield

Operating income/gross profit: 72.6%

Insider ownership: 15.6%

Investors: Whitney George (SII)

History
Artisan Partners’ 7% dividend yield looks tempting
Artisan Partners’ 7% dividend yield looks tempting

Artisan Partners is well-positioned to benefit if active investing makes a comeback.

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Buying 8 new stocks with a growth emphasis
Buying 8 new stocks with a growth emphasis

Negatives: recession on the way, big tech stocks still not cheap. Positives: bearish sentiment, lots of selling pressure below the surface. How these countervailing forces resolve themselves is an open question, but many high quality growth stocks are reasonably priced. [trades]

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