Artisan Partners U.S. Value Team: An ESG Framework
As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
Uncovering Value Through an Opportunistic Approach
The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
Growth Team 5 in 5: Consumer Opportunities in the Current Environment
Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
CNBC Squawk Box Europe Interview feat. Dan O’Keefe
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman discuss their favorite market mania moments of the past few years and how they relate to the opportunities markets create for value investors.
Speaking from the Artisan Partners Investment Forum, Portfolio Manager Mark Yockey highlights the key themes and resilient growth opportunities that he and the team are investing in.
Innovation and drug platforms are driving resilience in biopharma. Research Analyst Navdeep ("Nav") Singh of the Artisan Global Equity Team shares his latest insights on the industry and how the team’s newest holdings are changing the world.
CNBC—An Interview with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
Citywire Interview: Top European Stocks in Portfolio
Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
Peak Insights: An Artificial Intelligence Revolution
Chris Smith, portfolio manager of the Antero Peak Group, discusses the next tectonic shift in the computing paradigm and identifies where the team finds opportunities across the tech stack and within the semiconductor space.
Investing Across the Credit Spectrum Podcast Featuring Bryan Krug
Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
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