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.
Can Countries Improve Their Corporate Governance Practices?
Artisan Partners International Value Team Portfolio Manager David Samra discusses whether he believes countries can improve their corporate governance standards over time.
Enhancing Fundamental Research With Analytical Tools
In addition to rigorous bottom-up research, Antero Peak Group portfolio manager Chris Smith leverages a slew of analytical tools to eliminate subjectivity and manage risk.
As emerging market economies evolve, so do the most attractive long-term investments. The Artisan Partners Sustainable Emerging Markets Team discusses where investors should look for new opportunities.
Country risk assessments must be as dynamic as the countries they measure. The Artisan Partners Sustainable Emerging Markets Team elaborates on how it factors country risk into its investment process.
