Showing 121 - 140 of 224 results
  • 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.
  • Watch Now
  • Artisan Partners Credit Team First Quarter 2023 Update
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
  • Listen Now
  • Antero Peak Group First Quarter 2023 Update
  • 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.
  • Listen Now
  • Artisan Partners Developing World Team First Quarter 2023 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy First Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a volatile quarter for emerging markets, summarizes her portfolio’s first quarter performance and identifies what she believes will be drivers of alpha moving forward.
  • Watch Now
  • 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.
  • View PDF
  • The Semiconductor Decade
  • The Artisan Partners Growth Team explores the impacts of consolidation, reduced cyclicality and content growth in the semiconductor industry and shares where the team is uncovering opportunities.
  • View PDF
  • Artisan Partners Growth Team—2022 Annual Sustainability Report
  • 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.
  • View PDF
  • 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).
  • Watch Now
  • 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.
  • Watch Now
  • Through a Looking Glass: Artisan Emerging Markets Debt Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Debt Opportunities Strategy.
  • View PDF
  • Investing in New Frontiers — A Smart Alternative: Artisan Global Unconstrained Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Global Unconstrained Strategy.
  • View PDF
  • Traversing the Globe: Artisan Emerging Markets Local Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Local Opportunities Strategy.
  • View PDF
  • China's Health Care Landscape
  • 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.
  • Watch Now
  • Resiliency Through the Cycle 2022 Review
  • Lead Portfolio Manager Mark Yockey discusses investment themes and holdings that proved resilient in 2022 for the Artisan Partners Global Equity Team.
  • Watch Now
  • Value Income Series: An Equity Income Focus
  • Portfolio Manager Craig Inman shares the team’s excitement around creating an equity income portfolio through the Artisan Value Income Strategy.
  • Watch Now
  • Value Income Series: The Genesis of Value Income
  • 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.
  • Watch Now
  • Value Income Series: Flexibility to Invest in Different Parts of The Capital Structure
  • Portfolio Manager Craig Inman shares how the team sees multiple opportunities to invest in different areas of the capital structure.
  • Watch Now
  • Value Income Series: A Non-Formulaic Approach to Dividend Investing
  • Portfolio Manager Daniel Kane explains how the team’s non-formulaic approach allows for long-term flexibility.
  • Watch Now
  • Value Income Series: Assessing Relative Value across The Capital Structure
  • Portfolio Manager Tom Reynolds compares yield on debt vs. yield on dividends and shares how the team evaluates the most attractive place to be.
  • Watch Now