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A Q&A with Portfolio Manager Craig Inman
Craig, happy 11-year Artisan anniversary. To commemorate your time at Artisan Partners and with the U.S. Value team, we have a few questions to better get to know you personally and professionally. To break the ice, please tell us a bit about yourself.
I grew up in South Carolina and have lived in the southern US my entire life. One thing that is interesting about my childhood is my dad was a professional golfer on the PGA Tour (he also played the Senior PGA Tour later in life).
Boring Is Beautiful
I was recently asked to speak about investing to a group of undergraduate students at the University of Florida who manage a university student fund. I was initially stumped regarding what we would discuss, but upon speaking with one of the students, it became clear they were eager to discuss a real-world example in relation to our approach to investment research.
Intelligent Investing: Looking beyond Interest Rates
Low interest rates have been a defining feature of the investing landscape in recent years. The rate on the benchmark US 10-year Treasury Note has been in a 40-year downtrend (Exhibit 1), leading to sub-3.0% yields for the better part of the past decade.