Artisan Partners' Jason White on global SMID-caps
INTERVIEWSERIES
Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners
November 2025
In this exclusive interview, Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors.
Watch the full interview which covers:
00:20 - What makes the current environment attractive for investing in SMID-cap stocks?
02:45 - How do you evaluate liquidity challenges in SMID-caps globally?
03:21 - What role do IPOs typically play in your investment process, and how frequently do they present opportunities for SMID-cap investors?
03:55 - How do you respond to the view that many of the most compelling small-cap companies are now in private equity hands?
04:41 - How significant are takeovers or strategic acquisitions in driving returns for SMID-cap investors, and do you ever invest with the expectation of a transaction?
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Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners
Jason White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Discovery Strategy, a co-lead portfolio manager for the Artisan U.S. Mid-Cap Growth Strategy, and a portfolio manager for the Artisan Global Opportunities and U.S. Small-Cap Growth Strategies.
Prior to joining Artisan Partners in June 2000, Jason was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer.
Jason holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction.
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