In a recent exclusive conversation, all five of the Growth team’s portfolio managers discussed the market environment, their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
Artisan Partners EMsights Capital Group Fourth Quarter 2022 Update
Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
Artisan Partners Credit Team Fourth Quarter 2022 Update
Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
Artisan Developing World Team Fourth Quarter 2022 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a challenging year for emerging markets, summarizes her portfolio’s fourth quarter performance and explains what excites her heading into 2023.
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.
The Artisan Partners China Post-Venture Team discusses its view of the direction of economic policy in China, as well as its potential impact on innovative sectors.
