Intelligent Integration: Sustainable Investing in Emerging Markets
The Artisan Sustainable Emerging Markets Team shares how its differentiated approach to ESG helps it identify companies committed to both profits and progress while taking emerging market realities into consideration.
SecureFutures 2020 Conference featuring Maria Negrete-Gruson
Sustainable Emerging Markets team portfolio manager Maria Negrete-Gruson recently served as the keynote speaker at the exclusive SecureFutures Conference where she shared insights on ESG investing in emerging markets. Non-profit SecureFutures empowers students through financial literacy.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains how he aims to identify companies best able to transcend the constraints facing emerging markets.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
Looking Forward From the Five Year Mark—A Developing World Conversation with Lewis Kaufman and Eric Colson
Artisan Partners Developing World Team portfolio manager Lewis Kaufman and CEO Eric Colson recently sat down for an exclusive conversation surrounding the team’s differentiated approach to investing in the developing world and how it has impacted investment outcomes over its first five years.
Value Investing With Legends Podcast featuring David Samra
International Value team portfolio manager David Samra has a passion for value investing. He recently sat down with Tano Santos, the David L. and Elsie M. Dodd Professor of Finance at the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, to discuss David’s career and the past, present and future of value investing.
The case for value is not just about finding high-quality companies at discounted prices; it’s also about avoiding the herding, trend-following and crowded trades that can raise risks and lower returns for investors.
After witnessing firsthand two massive market corrections, portfolio manager Tom Reynolds discusses his acute focus on risk management and downside protection.