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From left to right: Michael Cirami, Sarah Orvin, Michael O'Brien
The investment team has a differentiated investment process that focuses on idea generation derived from qualitative in-depth fundamental research along with robust operational capabilities, leveraging a full spectrum of securities, and executes across a robust trading operation to help drive returns.
The team applies deep fundamental research and robust operational capabilities across a broad opportunity set in order to uncover knowledge gaps across global markets. By exploiting knowledge gaps, the team is well positioned to discover idiosyncratic opportunities that provide compelling risk-adjusted long-term return potential.
The team has a flat and collaborative structure where portfolio managers and analysts share the day-to-day responsibility of idea generation. Trading and implementation are embedded with the investment team, as trading capabilities and infrastructure are considered important components of the investment process.
The team constantly performs fundamental country research and monitors financial markets through various sources. When an opportunity is identified, the team performs deeper analysis. Country research looks at a full spectrum of influences to understand its past and present policy environment and how an important policy moment may alter the investment environment. The team integrates environmental, social and governance (ESG) analysis at the country and corporate levels.
The team’s opportunity set includes a broad spectrum of global markets with investable assets from more than 100 countries across asset classes.
The team studies investment opportunities from a risk factor perspective—the forces that drive securities and instruments prices. Once the preferred risk factor is determined, the team works with trading and implementation to consider which instruments provide the optimal risk-adjusted return.
The trading and implementation group’s repeated efforts to understand and overcome investment barriers has helped deliver the broadest investment universe and build valuable institutional knowledge which has become a competitive advantage for the investment team.
Michael Cirami, CFA, is a managing director of Artisan Partners and a portfolio manager on the EMsights Capital Group. In this role, he is a portfolio manager for the Artisan Emerging Markets Debt Opportunities, Global Unconstrained and Emerging Markets Local Opportunities Strategies, including the Artisan Emerging Markets Debt Opportunities and Global Unconstrained Funds.
Prior to joining Artisan Partners in September 2021, Mr. Cirami served as Eaton Vance’s co-director of emerging markets and the coordinating portfolio manager on the emerging markets team. Before that, Mr. Cirami worked at State Street Bank in Boston, Luxembourg and Munich, and at BT&T Asset Management in Zurich. Mr. Cirami earned a bachelor’s degree (cum laude) from Mary Washington College and a master’s degree in business administration with honors from the William E. Simon School at the University of Rochester. He also studied at WHU Otto Beisheim School of Management in Koblenz, Germany.
Sarah Orvin, CFA, is a managing director of Artisan Partners and a portfolio manager on the EMsights Capital Group. In this role, she is a portfolio manager for the Artisan Emerging Markets Debt Opportunities, Global Unconstrained and Emerging Markets Local Opportunities Strategies, including the Artisan Emerging Markets Debt Opportunities and Global Unconstrained Funds.
Prior to joining Artisan Partners in September 2021, she served as portfolio manager on Eaton Vance’s emerging markets team. Prior to serving as portfolio manager, Ms. Orvin conducted emerging markets research as an analyst on Eaton Vance’s emerging markets team. She earned a bachelor’s degree (magna cum laude) in political science and history from Boston College. Ms. Orvin also completed a year of undergraduate studies at the London School of Economics.
Michael O’Brien, CFA, is a managing director of Artisan Partners and head of global trading for the EMsights Capital Group. In this role, he is responsible for overseeing all global trading activities and trading research relating to the strategies managed by the EMsights Capital Group.
Prior to joining Artisan Partners in September 2021, Mr. O’Brien served as Eaton Vance’s co-director of emerging markets and director of emerging markets trading. Before that, he worked at Wellington Management Company and Brown Brothers Harriman. Mr. O’Brien earned a bachelor’s degree in economics and Spanish from Colby College and a master’s degree in finance from the Carroll School of Management at Boston College.
Darren Goldman is a managing director of Artisan Partners and a business leader for the firm’s EMsights Capital Group.
Prior to joining the firm in March 2022, Mr. Goldman was a managing director and client portfolio manager in the global sovereign debt and currencies group of Barings LLC where he was a key member of the team that launched Barings’ emerging markets debt platform. Before that, he was senior vice president of investor relations and business development with Cabezon Investment Group, where he marketed hedge funds, SMA strategies and orchestrated the launch of an emerging markets local debt fund on Cabezon’s platform. Earlier in his career, he held sales and client management roles with various financial services and wealth management companies in California and New York. Mr. Goldman holds a bachelor’s degree in business administration from the John M. Olin School of Business at Washington University in St. Louis.
