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.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
Sustainable Investing in Emerging Markets: 2022 Report
The Artisan Partners Sustainable Emerging Markets Team describes its unique approach to sustainability, its 2022 corporate engagement activities and the resilience of emerging markets companies.
2022 marked the fourth year of the Artisan Partners Growth Team’s ESG journey. This year’s report includes a reflection on the state of the ESG industry, the progress made over the fourth year of the team's ESG journey, select stewardship engagements, proxy voting and policy updates, and updated sustainability metrics for our portfolios.
Future Voices of Value Investing—Artisan International Value Stock Pitch Challenge
Lead Portfolio Manager David Samra, in partnership with the Columbia Business School's Heilbrunn Center for Graham & Dodd Investing, recently hosted the 4th Annual Artisan International Value Stock Pitch Challenge at Columbia Business School (CBS).
Growth Team 5 in 5: Thoughtful Insights on Health Care Innovation
Artisan Partners Growth Team Portfolio Manager Matt Kamm and Associate Portfolio Manager Martin Jochmann discuss timely topics within the health care industry in the team’s new series, 5 Questions in 5 Minutes.
The Artisan China Post-Venture team discusses where they are seeing the most interesting opportunities in Chinese health care today and some of the risks investors should be mindful of when looking at these types of businesses.
Portfolio Manager Tom Reynolds discusses how cross-asset experience and the unique culture at Artisan Partners led to the creation of the Artisan Value Income Strategy.
Value Income Series: Our Criteria for Position Sizing
Portfolio Manager Daniel Kane explains how the team sizes positions within the Artisan Value Income Strategy using its three margin of safety criteria and by assessing a company’s capital structure and free cash flow generation.
50 Leading Women in Hedge Funds 2022 feat. Tiffany Hsiao
Congratulations to Artisan China Post-Venture Strategy portfolio manager Tiffany Hsiao for being recognized as one of the “50 Leading Women in Hedge Funds” by The Hedge Fund Journal.
Artisan Non-U.S. Small-Mid Growth Strategy portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
