Peak Insights: An Exclusive Conversation With Chris Smith and Axon Enterprise
Antero Peak Group Portfolio Manager Chris Smith caught up with Axon CEO and Founder Rick Smith to explore how a mission to make the bullet obsolete sparked a wave of innovation and has transformed the company into a public safety platform.
While the Growth team's core approach remains consistent, this year’s report offers updated examples of engagement and proxy voting activity and examines how the team has sharpened its stewardship processes. Read the report to see how the team is putting its stewardship philosophy into practice.
David Samra Discusses "How the Sausage is Made" on Bloomberg Surveillance
Portfolio Manager David Samra appeared on Bloomberg Surveillance to show “how the sausage is made,” explaining how his team is adjusting valuations to reflect today’s market realities and where they’re uncovering opportunities in a shifting global landscape.
The Market—“I Expect that Novartis Will Be Able to Improve its Margins Up to Peer Levels”
What do chocolate, pharmaceuticals and banking have in common? Portfolio Manager David Samra tells The Market which select Swiss companies he believes are positioned for growth in the long term—even in uncertain times.
The Artisan Global Unconstrained Fund is designed to navigate various environments and help diversify asset allocations by investing in inefficient and overlooked segments of the market that are often not represented in typical asset allocations.
The Artisan Emerging Markets Debt Opportunities Fund seeks to capture the best opportunities available within the emerging markets debt space by adopting a broad investment universe that looks beyond traditional benchmarks while carefully managing risks.
Bloomberg FICC Focus Podcast—Michael Cirami Dusts Off the EM Cold War Playbook
Michael Cirami joins this Bloomberg Intelligence podcast to discuss EM debt investing and the potential for alpha generation amid current geopolitical risks and economic shifts.
Artisan International Fund: International Investment Insights for 2025
Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan International Fund with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2025.
Learn more about Analyst Jessica Lin's research on VTEX, an e-commerce enabler, and Brazil's evolution from a commodity-driven economy to a global technology leader.
An Interview with Portfolio Manager Thomas Reynolds
Celebrating 7 years at Artisan Partners, Portfolio Manager Tom Reynolds shares his investment journey, his thoughts on active management and how the team utilizes its probabilistic approach to investing, and more.
In this issue of the Authentic EM series, Analyst Jessica Lin dives into e-commerce enabler VTEX and Brazil's transformation from a commodity-driven economy to a global tech leader.
Artisan Partners Credit Team discuss portfolio positioning, where the team is finding the most attractive opportunities across bonds and leveraged loans, and the current market environment.
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
International Small-Mid Fund Investor Update—Q4 2024
Rezo Kanovich, portfolio manager of Artisan International Small-Mid Fund, discusses portfolio performance and positioning and where the team is finding the most attractive long-term opportunities.
Investor’s Business Daily—How a Top Value Fund Beat the Competition
Portfolio Manager David Samra speaks with Investor’s Business Daily about his must-haves when stock picking and how his unique take on value investing can help differentiate a value trap from a winner.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Media Sector Spotlight: Pit Stops and Playlists Part 1
Formula One is racing ahead, with investors taking notice. Liberty Media’s content strategies, like Netflix’s Drive to Survive, have boosted F1’s popularity. With growing media rights and race attendance, the growth engine is revved up.
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.
Citywire Due Diligence Report—Why “It’s Not Different This Time” for Value Stocks
Portfolio Managers Craig Inman and Daniel Kane highlight value investing opportunities, with Inman pointing to value stocks’ historic valuation discount amid a higher interest rate environment and Kane emphasizing how behavioral biases create mispriced securities.
