Research Analyst Rosa Vazquez discusses how the investment team finds good businesses trading at discounted prices and reviews a recent investment example from the aerospace industry.
Sustainable Investing in Emerging Markets: 2023 Report
The Artisan Partners Sustainable Emerging Markets Team describes its commitment to advancing sustainability through active engagement during a rather tumultuous year for emerging markets.
After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
Artisan Non-U.S. Growth Strategy: Navigating International Markets in 2024
Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
Portfolio Manager Anand Vasagiri explains the depth of due diligence required for investing in non-US small caps and how an experienced practitioner can leverage idiosyncrasies to generate alpha.
Portfolio Manager Anand Vasagiri provides valuable insights on treasure hunting in the vast non-US small-cap universe and why success stories begin from the bottom up.
The Antero Peak Group outlines why the emergence of AI presents growth opportunities for High Bandwidth Memory and an upcoming paradigm shift in the DRAM market.
Artisan International Explorer Strategy: A Three-Year Reflection
Beini Zhou and Anand Vasagiri reflect on the three-year anniversary of their return to Artisan Partners with the goal of generating alpha, not asset class or factor exposure.
Artisan Partners EMsights Capital Group Fourth Quarter 2023 Update
Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Lead Portfolio Manager David Samra spoke recently at the Value Investor New York Conference about the extraordinary opportunity UBS was able to capitalize on when it acquired Credit Suisse in 2023.
What is a Value Root Canal and how is one conducted to optimal effect? At the December 2023 Value Invest New York Conference, Artisan International Explorer portfolio managers Beini Zhou and Anand Vasagiri demonstrated how painless and precise the process can be with the right tools and practitioners.
Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
Artisan Partners Developing World Team Fourth 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.
Portfolio Manager Maria Negrete-Gruson, CFA, looks back on an eventful year for emerging markets, summarizes her portfolio’s strong 2023 performance and explains what excites her heading into 2024.
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.
Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
Learn how the Artisan Global Unconstrained Strategy is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
