Media Sector Spotlight: Pit Stops and Playlists Part 1
Formula One is racing ahead, with investors taking notice. Liberty Media’s content strategies, like Netflix’s Drive to Survive, have boosted F1’s popularity. With growing media rights and race attendance, the growth engine is revved up.
Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
Citywire Due Diligence Report—Why “It’s Not Different This Time” for Value Stocks
Portfolio Managers Craig Inman and Daniel Kane highlight value investing opportunities, with Inman pointing to value stocks’ historic valuation discount amid a higher interest rate environment and Kane emphasizing how behavioral biases create mispriced securities.
Portfolio Manager Maria Negrete-Gruson and Analyst Gurpreet Pal delve into what drove the strategy’s performance, how the US election outcome may impact emerging markets and the team’s strategies to seize opportunities in 2025.
Analyst Meagan Nace of the Sustainable Emerging Markets team reflects on her research trip to Greece, including her meeting with Alpha Bank’s CEO and how to look for big opportunities in a small country.
Artisan Floating Rate Strategy—Differentiated Exposure to Bank Loans
Learn how the loan asset class can provide potential benefits to investor portfolios and how the Artisan Floating Rate strategy, managed by the Artisan Partners Credit Team, seeks to outperform through a high conviction approach to the market.
Comparing index returns alone can be costly. Investors may miss out on numerous growth opportunities in other countries, often at lower valuations than those in the US.
Introduction to Emerging Markets Local Opportunities
Michael Cirami, Portfolio Manager of EMsights Capital Group, discusses the Artisan Emerging Markets Local Opportunities Strategy and how the team seeks to capture inefficiencies in the market through a broad investment universe and an opportunistic approach to idea generation.
Introduction to Emerging Markets Debt Opportunities
Michael Cirami, Portfolio Manager of EMsights Capital Group, discusses the Artisan Emerging Markets Debt Opportunities Strategy and explains how the team differentiates itself through a broad investment universe, an opportunistic approach to idea generation and careful management of developed market risks.
Michael Cirami, Portfolio Manager of EMsights Capital Group, discusses the three objectives of the Artisan Global Unconstrained Strategy and shares how the flexible portfolio is designed to adapt to a wide range of market and economic conditions.
What kind of investing approach is right for the times? As far as Global Value portfolio managers, Dan O’Keefe and Mike McKinnon, are concerned, “reasonable and sober is always right for the times.”
Growth Team 5 in 5: Artificial Intelligence—Business Model Breakthroughs
Artisan Partners Growth Team Portfolio Manager Matt Kamm discusses how Shopify benefits from AI technology in the team’s series, 5 Questions in 5 Minutes.
Artisan Partners EMsights Capital Group Third Quarter 2024 Update
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
What makes Despegar the Expedia of Latin America and how do we consider emerging markets and currency risks? Why we like Zuken’s “lazy” balance sheet and what we are nudging management to improve. Hedge Fund Alpha’s profile uncovers these takes from Artisan Partners International Explorer Co-Portfolio Managers Beini Zhou and Anand Vasagiri.
Artisan Partners Developing World Team Third Quarter 2024 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Ben Herrick Discusses Seven & i on CNBC Squawk Box Asia
Associate portfolio manager Ben Herrick recently appeared on CNBC Squawk Box Asia to discuss Couche-Tard’s bid for Seven & i, the parent company of 7-Eleven.
The Wall Street Transcript—Look Beyond Traditional Emerging Markets for More Diversification
Michael Cirami shares how the EMsights Capital Group navigates emerging markets debt risks while emphasizing the importance of diversification and the unique opportunities that exist beyond the scope of the benchmarks.
Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
