A Concentrated Solution at Artisan Small Cap
Artisan Small Cap manager Craigh Cepukenas says the portfolio is getting more concentrated so the team's best ideas can pay off more meaningfully.
Greg Carlson: Hi, I'm Greg Carlson, a fund analyst at Morningstar. I'm joined here today by Craigh Cepukenas, the co-manager of Artisan Small Cap Fund.
Craigh, thanks so much for joining us today.
Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.