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, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
Value Investor Insight—Investor Insight: Christopher Smith
Chris Smith, founding portfolio manager of Antero Peak Group, discusses the quantifiable and objective nature of the team’s approach, while expanding on areas of opportunity in a COVID-disrupted world.
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.
Uncovering Value in a Time of International Crisis
International Value team portfolio manager David Samra recently joined Evermore Global portfolio manager David Marcus and Columbia Business school’s Prof. Tano Santos for a virtual conversation about international value investing.
Value Investor Insight—Investor Insight: David Samra
David Samra, International Value team portfolio manager, discusses his historical experience with market downturns, how today’s compares, and how his team is reacting.
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 Investor's Field Guide—Bryan Krug-An Update on Corporate Credit
Artisan's Bryan Krug, founding portfolio manager of the Artisan High Income Fund, discusses ongoing volatility in credit markets with Invest Like the Best podcast host Patrick O’Shaugnessy.
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.
