Artisan Floating Rate Strategy—Differentiated Exposure to Bank Loans
Learn how the loan asset class can provide potential benefits to investor portfolios and how the Artisan Floating Rate strategy, managed by the Artisan Partners Credit Team, seeks to outperform through a high conviction approach to the market.
Comparing index returns alone can be costly. Investors may miss out on numerous growth opportunities in other countries, often at lower valuations than those in the US.
What kind of investing approach is right for the times? As far as Global Value portfolio managers, Dan O’Keefe and Mike McKinnon, are concerned, “reasonable and sober is always right for the times.”
Growth Team 5 in 5: Artificial Intelligence—Business Model Breakthroughs
Artisan Partners Growth Team Portfolio Manager Matt Kamm discusses how Shopify benefits from AI technology in the team’s series, 5 Questions in 5 Minutes.
Artisan Partners EMsights Capital Group Third Quarter 2024 Update
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
What makes Despegar the Expedia of Latin America and how do we consider emerging markets and currency risks? Why we like Zuken’s “lazy” balance sheet and what we are nudging management to improve. Hedge Fund Alpha’s profile uncovers these takes from Artisan Partners International Explorer Co-Portfolio Managers Beini Zhou and Anand Vasagiri.
Artisan Partners Developing World Team Third Quarter 2024 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Ben Herrick Discusses Seven & i on CNBC Squawk Box Asia
Associate portfolio manager Ben Herrick recently appeared on CNBC Squawk Box Asia to discuss Couche-Tard’s bid for Seven & i, the parent company of 7-Eleven.
The Wall Street Transcript—Look Beyond Traditional Emerging Markets for More Diversification
Michael Cirami shares how the EMsights Capital Group navigates emerging markets debt risks while emphasizing the importance of diversification and the unique opportunities that exist beyond the scope of the benchmarks.
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.
While NVIDIA and other GPU manufacturers have garnered significant attention in the AI space, the Growth team identifies several other market segments poised to benefit from AI advancements.
Artisan Sustainable Emerging Markets Strategy Third Quarter 2024 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Javier Cervantes recently reviewed the third quarter performance of the Sustainable Emerging Markets Strategy. They discuss the macroeconomic environment amid China’s stimulus, recent portfolio activity and the team's commitment to sustainability.
In the first piece of the Sustainable Emerging Markets Team's Authentic EM series, analyst Meagan Nace covers the success story of one of Greece's largest banks and the recovery of one of Europe’s often overlooked economies.
Portfolio Manager David Samra shares insights on the key to long-term international investing success, evolving corporate governance in Japan and where he’s finding value in the financial sector on Bloomberg Surveillance.
GuruFocus Podcast—Value Investing Insights featuring Craig Inman and Daniel Kane
Listen to Craig Inman and Daniel Kane’s conversation with GuruFocus Value Insights Podcast about their approach to evaluating potential investments, their views on the current market environment, which stocks they are finding value in and more.
Ben Herrick appeared on CNBC Squawk Box Asia to discuss Seven & i Holdings, where he emphasized the need for better corporate governance, faster implementation of reforms and the potential value of negotiations with Couche-Tard and other parties for the company’s overseas operations.
Artisan Partners U.S. Value Team—Case Study: Diageo
Portfolio Manager Thomas Reynolds discusses the team’s investment case for Diageo, a spirits company with over 200 brands, including Johnnie Walker, Casamigos and Guinness.
Artisan Partners Developing World Team—Investment Forum Highlights 2024
Lewis Kaufman discusses what has held back emerging markets in the modern era and how select portfolio holdings are helping to achieve disproportionate equity outcomes.
Artisan Partners U.S. Value Team—Finding Value in Consumer Staples, Health Care and Utilities
Portfolio Manager Daniel Kane discusses how the team is finding value in the consumer staples, health care and utilities sectors after a long period in which they lagged.
Seven Deadly Sins of Emerging Markets Debt Benchmarks
The EMsights Capital Group believes that understanding EMD’s embedded uncertainties and thoughtfully managing around the benchmarks’ seven limitations — or seven deadly sins — may improve outcomes in the asset class.
Artisan Emerging Markets Local Opportunities Strategy: Celebrating Two Years
EMsights Capital Group celebrates the two-year anniversary of the Artisan Emerging Markets Local Opportunities Strategy, its third strategy to reach this milestone.
David Samra discusses why past missteps by Philips created a low-cost entry point to what is now a well-managed and high-quality company with good prospects for growth.
Artisan Partners International Small-Mid Team—Investment Forum Highlights 2024
Listen to Artisan Partners International Small-Mid Team Portfolio Manager Rezo Kanovich discuss how he executes a consistent, differentiated investing approach, even amid market noise and hype.
Artisan Partners U.S. Value Team—Case Study: Netflix
Portfolio Manager Craig Inman discusses how shares of Netflix—one of the great business success stories of the past 30 years—lost over 70% of their value in 2022 creating an opportunity for investors that were focused on the underlying business fundamentals.
Artisan Partners EMsights Capital Group Second Quarter 2024 Update
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Citywire Due Diligence Report—Capes of Sustainability
Maria Negrete-Gruson, Portfolio Manager of Artisan Partner’s Sustainable Emerging Markets Strategy, was named in Citywire as a superhero of sustainability.
Artisan Partners Developing World Team Second Quarter 2024 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.
Artisan Sustainable Emerging Markets Strategy Second Quarter 2024 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Gurpreet Pal recently reviewed the second quarter performance of the Sustainable Emerging Markets Strategy. They discuss the critical elections in EM, the top contributors for the quarter and the demand on AI.
Three Companies That Are Better, Safer and Cheaper
Recent setbacks appear temporary for these quality businesses according to Artisan Partners U.S. Value Team’s Craig Inman as he reviews the team’s investment cases.
Citywire Selector—A Distinctive Approach to Emerging Markets Debt
EMsights Capital Group Portfolio Manager Michael Cirami shares how thoughtfully managing around the benchmarks’ seven limitations can lead to a more favorable outcome in the asset class.
China-Post Venture’s Tiffany Hsiao Reflects on the 3-Years Since Launch
In March of this year, the China Post-Venture team passed its 3-Year Anniversary. In a candid letter to clients, Founding Portfolio Manager Tiffany Hsiao shares her “roses, buds and thorns” for the strategy.
Artisan Partners International Small-Mid Team: Celebrating 5 Years
The Artisan Partners International Small-Mid Team recently celebrated the five-year anniversary of the Artisan Non-U.S. Small-Mid Growth Strategy. The team is comprised of long-term-oriented investors in high-quality businesses exposed to structural growth themes and utilizes a contrarian approach to acquire these businesses.
The Growth team highlights why it believes the fast-casual restaurant industry’s combination of a compelling value proposition, significant potential for new store expansion, and superior store-level economics could be a recipe for success.
Chris Smith, portfolio manager of the Antero Peak Group, discusses how the current investment backdrop supports the team’s process and where the team is finding opportunities outside of the tech sector.
Dissecting the US and non-US investing environment, disaggregating what passive vehicles truly own, considering AI along a continuum, and an update on value investing in an inflationary world. Portfolio managers Dan O’Keefe and Mike McKinnon discussed these noteworthy topics during the Artisan Partners Investment Forum.
I Still Think There’s Potential for a Second Step at ABB
Lead Portfolio Manager David Samra discusses the importance of patience in value investing and shares insights on several of his top ten portfolio positions.
A long market bias in favor of growth stocks and an expansion in valuations between growth and value stocks create the potential for value stock outperformance through simple mean reversion.
Artisan Emerging Markets Debt Opportunities Strategy: Celebrating Two Years
EMsights Capital Group celebrates the 2-Year Anniversary of the Artisan Emerging Markets Debt Opportunities Strategy, the second strategy to reach this milestone.
Are interest rate cuts necessary? Artisan Partners Global Value Team Lead Portfolio Manager Dan O'Keefe believes stock markets don’t need rate cuts and investing is more about managing risks than predictions.
Artisan Partners EMsights Capital Group First Quarter 2024 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.
"You always want to be strong money." Tune in as David Samra, Lead Portfolio Manager of the Artisan International Value Team, talks about the foundations of his investment approach and shares some great advice in this Insightful Investor podcast.
Celebrating 16 years at Artisan Partners, Portfolio Manager Dan Kane shares his memories of his first days at Artisan during the ’08-’09 financial crisis and thoughts on various investment topics, including the trend toward passive investing and the purported death of value investing.
Artisan Partners Credit Team: Celebrating 10 Years
The Artisan Partners Credit Team celebrates 10 years of providing compelling risk-adjusted returns for their clients. The team discusses the evolution of the platform over time and reviews their differentiated process and philosophy.
Artisan Partners Developing World Team First Quarter 2024 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Find out what’s driving secular and cyclical trends in construction, aerospace and freight shipping. Which companies are gaining the most and why? Portfolio Manager Andrew Euretig breaks it down.
Artisan Sustainable Emerging Markets Strategy First Quarter 2024 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the first quarter performance of the Sustainable Emerging Markets Strategy. They discuss the challenges in China, the opportunities in the semiconductor industry, and some of Maria’s findings while traveling the Middle East.
Taking Risks with Risk Management: A Tragedy of Errors
Successful risk management requires averting disaster; it is seldom lauded when handled well but is often thrust into the limelight when it fails. The Artisan International Explorer portfolio managers face many additional risks in the non-US small-cap space, which they must try to mitigate in order to successfully maximize long-term returns.
There are rules, heuristics and patterns the Artisan International Explorer portfolio managers use to determine what constitutes “good,” but for almost every rule or pattern they apply, there are exceptions.
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.
Artisan Global Unconstrained Strategy: Celebrating Two Years
The EMsights Capital Group recently celebrated the two-year anniversary of the Artisan Global Unconstrained Strategy, a flexible strategy designed to adapt to a wide range of market and economic conditions.
The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
The Strategic and Tactical Case for Global Smaller Caps
The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
Peak Insights: An Exclusive Conversation with Chris Smith and DraftKings
Antero Peak Group Portfolio Manager Chris Smith recently joined DraftKings’ CEO and Co-founder Jason Robins to discuss the growth of Online Sports Betting and iGaming and how DraftKings’ “secret sauce” has helped separate it from its competition.
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.
Value Income: Designed to Generate Sustainable and Premium Income
Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Strategy’s dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
Forbes—Top Ideas from the Invest For Kids Conference
Forbes spotlighted Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, who presented at the Invest for Kids event in Chicago this October.
The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
Artisan Global Discovery Strategy: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
Artisan Partners Credit Team Third Quarter 2023 Update
Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
Uncertainty in Emerging Markets with Michael Cirami
Michael Cirami, portfolio manager of EMsights Capital Group, joins Philip Chao on the Tao of Chao podcast to share how uncertainty in global markets today frames his thinking about investing in emerging market debt.
Artisan Partners Developing World Team Third 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.
Artisan Sustainable Emerging Markets Strategy Third Quarter 2023 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the third quarter performance of the Sustainable Emerging Markets Strategy. They discussed the challenges in Asia and the opportunities ahead in a rapidly changing macroeconomic environment.
The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
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.
Artisan Partners U.S. Value Team: An ESG Framework
As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
Uncovering Value Through an Opportunistic Approach
The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
Growth Team 5 in 5: Consumer Opportunities in the Current Environment
Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
CNBC Squawk Box Europe Interview feat. Dan O’Keefe
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
Artisan Partners Credit Team Second 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.
Artisan Partners Developing World Team Second 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.
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.
Artisan Sustainable Emerging Markets Strategy Second Quarter 2023 Update
Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets Strategy's second quarter, emphasizing the drivers behind the portfolio's outperformance and the importance of stock selection in navigating uncertain macroeconomic conditions.
Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman discuss their favorite market mania moments of the past few years and how they relate to the opportunities markets create for value investors.
From Epidemic to Opportunity: Investing in Obesity Treatments
The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
Speaking from the Artisan Partners Investment Forum, Portfolio Manager Mark Yockey highlights the key themes and resilient growth opportunities that he and the team are investing in.
CNBC—An Interview with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
Citywire Interview: Top European Stocks in Portfolio
Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
Peak Insights: An Artificial Intelligence Revolution
Chris Smith, portfolio manager of the Antero Peak Group, discusses the next tectonic shift in the computing paradigm and identifies where the team finds opportunities across the tech stack and within the semiconductor space.
Investing Across the Credit Spectrum Podcast feat. Bryan Krug
Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
Artisan Partners EMsights Capital Group First 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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
China’s millennials wield considerable spending power, even amid a slowing global economy. Portfolio Managers Tiffany Hsiao and Yuanyuan Ji discuss where they are finding growth in one of the world’s largest consumer marketplaces.
Given the market volatility over the past two years, many investors may want to take a closer look at their equity holdings. Learn how the Artisan Partners Global Equity Team finds growth in today’s environment.
Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
In a recent exclusive conversation, key members of the Growth team discussed 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.
Sustainable Investing Through an Emerging Markets Lens
Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Sustainable Investing in Emerging Markets: 2021 Report
The Artisan Partners Sustainable Emerging Markets team describes its evolving approach to ESG, how companies are aligning profits with progress and its 2021 corporate engagement activities.
China's entrepreneurs have forged new ground in areas such as solar energy production, battery storage and greener transportation systems. Portfolio Manager Tiffany Hsiao discusses China's policy framework for renewable energy and where she sees innovation from a bottom-up perspective.
Gurpreet Pal, Sustainable Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
Artisan Non-U.S. Small-Mid portfolio manager Rezo Kanovich discusses the software industry’s rapidly shifting dynamics and shares the team’s nuanced approached to identifying high-quality companies in the space.
Citywire—'A Lot of True Active Management Got Diluted'
Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
Peak Insights: An Exclusive Conversation with Chris Smith and Analog Devices
Antero Peak Group Portfolio Manager Chris Smith recently joined Analog Devices’ President and CEO Vincent Roche to discuss the tectonic shifts happening in the new era of computing and how semiconductor companies are poised to benefit from the increased demand.
Punching Above Their Weight Class: High Value-Added Bottlenecks
High value-added bottlenecks are a cornerstone of the Artisan Non-U.S. Small-Mid Growth Strategy. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
Artisan Global Discovery Strategy: A Best Ideas, Global Growth Portfolio
The Growth team explains key attributes of the Artisan Global Discovery Strategy, a highly flexible portfolio representing some of the team's best ideas across the global economy.
ESGandMe: In Our DNA—Investing With an Innate Consideration for ESG
In the absence of industry consensus, investors continue their search for effective methods of ESG evaluation. Portfolio manager Rezo Kanovich shares the team’s idiosyncratic approach to ESG that has long been integral to the team’s research and decision-making processes.
Peak Insights: Building Blocks of a Modern Network
Antero Peak Group Analyst Noel Culhane discusses major shifts occurring in the computing industry over the next five-plus years and what he believes to be the building blocks of a 21st-century network.
Peak Insights: An Exclusive Conversation with Chris Smith and Agilent Technologies
Antero Peak Group Portfolio Manager Chris Smith recently joined Agilent Technologies CFO Bob McMahon to discuss how increased investment in research and development is advancing bleeding edge life science tools and technologies.
Artisan Partners CEO Eric Colson leads a conversation with Bryan Krug and Chris Smith, portfolio managers of Artisan Partners boutiques with established alternative investment strategies.
Sustainable Investing in Emerging Markets: 2020 Report
The Artisan Partners Sustainable Emerging Markets team shares its inaugural sustainability report which describes the team’s integrated approach to ESG, recent analysis enhancements and engagement activities in 2020.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss emerging growth opportunities in the areas of health care, energy efficiency and emissions reduction.
Innovations in Energy Efficiency and Data Center Operations
Artisan Partners Global Equity Team analyst Nik Legetic discusses the team’s environmental theme including its building efficiency and data centers sub-themes.
Peak Insights: An Exclusive Conversation with Chris Smith and Fidelity National Information Services (FIS)
Antero Peak Group portfolio manager Chris Smith recently joined FIS Chairman, President and CEO Gary Norcross to discuss the evolving role of technology in the payments and banking industries.
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.
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.
In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
How Globalization and Global Trade Impact Emerging Markets
Adaptation is imperative for emerging markets companies. Portfolio manager Maria Negrete-Gruson shares why she believes globalization inevitably leads to readjustment.
ESG in Emerging Markets: A Differentiated Perspective
Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its environmental, social and corporate governance factors.
Antero Peak Group portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).
Corporate Governance Considerations in Emerging Markets
Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.
Are Negative Screens Valuable in Emerging Markets Investing?
Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.
Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.
Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.
The Outlook for Shifting Dynamics of Emerging Markets Firms
It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.
Surging populism and nationalism are altering the global trade regime. And it’s likely to be a prolonged disruption. The firms willing and able to acknowledge and prepare for these changes are best positioned to thrive in this rapidly changing environment.
Bouts of volatility can strain financial markets, especially in emerging economies. But this volatility is a feature of EM investing, not a bug, and to EM investors it represents the best prospects for higher long-term growth.
A Scientific Approach to Identifying Profit Cycles
Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
Portfolio manager Mark Yockey reviews his team’s investment process and discusses some of the global secular themes that are driving the team’s fundamental stock picks. As of 13 Jun 2013.
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