Equity Income Investing with Increased Degrees of Freedom
The Artisan Partners U.S. Value Team launched the Artisan Value Income Fund with a straight-forward goal: providing investors with a specific portfolio security yield outcome, while also providing equity-like upside with reduced volatility and downside risk mitigation relative to the broader US equity market.
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.
International Small-Mid Fund Investor Update—Q3 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.
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 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.
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.
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.
David Samra joined renowned writer and publisher, Jim Grant, on a recent episode of Grant’s Current Yield Podcast to discuss the complexities involved in buying good businesses at cheap valuations outside the US.
International Small-Mid Fund Investor Update—Q2 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.
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 International Small-Mid Team: Celebrating 5 Years
The Artisan Partners International Small-Mid Team recently celebrated its five-year anniversary. 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.
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 Fund, was named in Citywire as a superhero of sustainability.
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 Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
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 Fund: Celebrating Two Years
EMsights Capital Group celebrates the 2-Year Anniversary of the Artisan Emerging Markets Debt Opportunities Fund, the second strategy to reach this milestone.
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.
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.
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.
International Small-Mid Fund Investor Update—Q1 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.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
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.
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 Fund: Celebrating Two Years
The EMsights Capital Group recently celebrated the two-year anniversary of the Artisan Global Unconstrained Fund, a flexible portfolio 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.
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 International Fund: Navigating International Markets in 2024
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 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.
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.
International Small-Mid Fund Investor Update—Q4 2023
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.
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 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.
Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
Learn how the Artisan Global Unconstrained Fund 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 Fund's dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
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 Fund.
Mutual Fund Observer—Artisan and the Emerging Markets Debt Universe
Artisan Partners EMsights Capital Group’s Lead Portfolio Manager Michael Cirami sits down with Mutual Fund Observer to discuss the case for emerging markets debt and the benefits of investing beyond the benchmark.
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 Fund: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Fund, describes the reason why the team launched this fund and why they believe it may be a compelling option for investors.
The Wall Street Transcript—Small Cap Fund Managers Travel the Globe, Kick the Tires
The Artisan International Explorer Fund is not an asset class or factor exposure. Rather, co-portfolio managers Beini Zhou and Anand Vasagiri explain how owning a collection of idiosyncratic businesses and the benefit of time travel can help generate alpha over time without taking undue risks.
Mike McKinnon, portfolio manager of the Artisan Global Value Fund and Artisan Select Equity Fund, discusses portfolio positioning and the current market environment.
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.
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.
International Small-Mid Fund Investor Update—Q3 2023
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.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market 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.
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.
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.
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.
Mutual Fund Observer—Artisan International Explorer Fund
Artisan Partners International Explorer Fund offers experienced active management to investors looking to maximize the potential for exceptional gains in one of the most inefficient corners of the market. It also provides exposure to a product that embodies the investing philosophy and discipline of Artisan International Value Team Lead Portfolio Manager David Samra.
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.
International Small-Mid Fund Investor Update—Q2 2023
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.
Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Fund, 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 Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
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.
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.
Citywire Interview: Best Investment Decision in 2022
Lead portfolio manager Dan O'Keefe shares a nerve-breaking-turned-rewarding investment decision made in 2022, plus one of his favorite books and his advice for young investment professionals, in an interview with Citywire’s John Coumarianos.
The Wall Street Transcript—Exploiting Inefficiencies in the Emerging Market Debt Space
Artisan Partners EMsights Capital Group portfolio manager Michael Cirami discusses limitations of traditional emerging markets debt benchmarks and where the team finds opportunities.
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.
Investment Week—Freedom is Key for Growth and Sustainability: EM Debt Investors Should Pay Attention
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses how assessing a country's rule of law and economic and political freedoms can uncover unique investment opportunities in emerging markets.
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.
Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Fund, 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.
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 Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Mutual Fund Observer—An Interview with Lewis Kaufman, Founding Portfolio Manager of the Artisan Developing World Fund
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman reflects on the current state of emerging markets investing and discusses the unique opportunity set for a disciplined investor.
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.
Citywire—David Samra Talks Cash, Currency and Stocks
In this Q&A with Citywire’s John Cumarianos, Lead Portfolio Manager David Samra talks about the philosophy underpinning his stellar track record, his approach to cash and currency exposure, and a few stocks he finds attractive.
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.
Evercore Wealth Management—Independent Thinking Newsletter: Q&A with David Samra
Artisan Partners International Value Team Portfolio Manager David Samra shares his highly researched approach to value investing amid a volatile global environment.
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.
Artisan International Small-Mid Fund portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
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.
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.
Investment Strategy—'We are not single-outcome investors': The value perspective in difficult market conditions
Artisan Partners U.S. Value Team Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman explain how periods of market volatility can present unique investment opportunities.
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.
Citywire Selector—'I’ve Had Zero Days Off': Inside EMD Veteran Cirami’s Boutique Switch
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses his transition to Artisan Partners, approach to investing and where he sees opportunities in the emerging markets.
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.
Inflationary pressure is being felt around the world. What are some of the driving forces and the implications for equity investors? Portfolio Manager Dan O’Keefe shares his perspective on the current investment landscape, ESG considerations, and where he is finding opportunities at the Artisan Partners Investment Forum 2022 in New York City.
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.
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 Partners International 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 International Small-Mid Fund. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
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.
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 Growth Team portfolio manager Jason White recently sat down with The Motley Fool senior analyst John Rotonti to discuss the Growth team’s investment philosophy and process.
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 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.
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 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 the current global opportunity set.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
The Wall Street Transcript—Hunting for Value: Better, Safer, Cheaper
Artisan Partners U.S. Value Team portfolio manager Tom Reynolds discusses his approach to identifying companies with margins of safety and attractive risk-reward profiles, trading at undemanding valuations.
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.
Artisan Partners portfolio manager Tiffany Hsiao recently joined Akiko Fujita and Zack Guzman on Yahoo Finance Live to discuss what she finds compelling about the opportunities ahead of China’s technology sector.
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.
Institutional Investor—Finding Innovation and Value Everywhere
As the Global Equity team marked its 25th anniversary and 10 years of the Global Equity Fund, Mark Yockey, the team’s founding portfolio manager was featured in Institutional Investor magazine to discuss the team’s time-tested approach to identifying companies exhibiting sustainable growth, current opportunities in Europe and Asia and their emerging energy efficiency portfolio theme.
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.
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.
Institutional Investor—Finding Value Across the Capital Structure
Bryan Krug, founding portfolio manager of the Artisan Partners Credit Team, discusses his unique approach to identifying value across the capital structure.
Stockhead—Two key trends which indicate the rise of cloud-based tech has further to run
Jason White, Artisan Partners Global Discovery Fund lead portfolio manager, explains why he believes cloud-based technology still has a long runway ahead.
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.
Maria Negrete-Gruson, portfolio manager of the Artisan Sustainable Emerging Markets Fund, discusses the challenges and opportunities of sustainable investing in emerging markets.
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.
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.
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.
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.
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.
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).
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.
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.
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.
The Investor's Field Guide—Bryan Krug-High Yield Credit Investing
Artisan's Bryan Krug sat down with Invest Like the Best podcast host Patrick O’Shaughnessy to discuss the high yield marketplace and the team’s approach to finding actionable investment ideas.
Pensions & Investments—Emerging Markets: Finding opportunity in uncertainty
Maria Negrete-Gruson, portfolio manager of the Artisan Sustainable Emerging Markets Fund, explains how a challenging macro environment may ultimately benefit emerging-markets companies.
Morningstar—Artisan International Small Cap Investor
Artisan International Small Cap Fund receives a Morningstar Analyst Rating of Bronze as the Fund’s new management team and approach inspire confidence.
Morningstar—2 Gold-Rated Artisan Funds, but Only 1 Open Door
Receiving a Morningstar Analyst Rating of Gold is just one of the many similarities between the Artisan Global Value Fund and the Artisan International Value Fund.
Artisan Global Value Fund receives a Morningstar Analyst Rating of Gold due to its many strengths, including its capable duo of managers and their proven approach.
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.
The Wall Street Transcript—Achieving Risk-Adjusted Returns in the Non-Investment-Grade Credit Market
Bryan Krug of Artisan Partners Credit Team discusses his approach to seeking the best risk-adjusted return opportunities through fundamental credit analysis and value identification across the capital structure.
Institutional Investor—Demand Is Growing for Active Managers
Matt Kamm of Artisan Partners says it's a good time to be an active manager with truly differentiated, high value-add strategies offering opinionated investment in a disciplined way.
Morningstar—Nominees for 2014 International-Stock Manager of the Year
David Samra and Dan O’Keefe of Artisan Partners Global Value Team have been nominated for Morningstar’s International-Stock Fund Manager of the Year award in the U.S.
Matt Kamm, portfolio manager on the Artisan Partners Growth Team, discusses interesting growth opportunities the team is finding in biotechnology companies.
In our view, the technology sector has a quality and valuation advantage compared to the broad US stock market, and the risk/reward looks particularly interesting in the mega-cap segment.
Dan O’Keefe and David Samra, portfolio managers for the Artisan Partners Global Value Team, discuss where they are finding opportunities in today’s market environment.
InvestmentEurope—Artisan Partners' Yockey Looks to Global Cleanup Theme Amid Urbanisation
Mark Yockey, portfolio manager on the Artisan Partners Global Equity Team, says the environmental challenges linked to increasing urbanization globally are opening up a broad range of investment opportunities.
Morningstar—Artisan's Stellar Managers Earn Plenty of Medals
Artisan Partners has thrived in recent years. How has Artisan succeeded? First, by hiring investors who, by and large, already owned proven track records. The firm also has given them freedom to live where they want, build teams as they see fit and close funds before they grow too large. Morningstar analysts take a closer look at some of those teams.
Morningstar’s 2013 International-Stock Fund Managers of the Year in the U.S. Dan O’Keefe and David Samra explain what powered their funds’ peer-beating returns in both 2008 and 2013.
Morningstar—2013 Nominees for International-Stock Fund Manager of the Year
Two Artisan Partners portfolio management investment teams receive repeat nominations for Morningstar's International-Stock Fund Manager of the Year Award in the U.S.
Jim Hamel, lead portfolio manager of Artisan Global Opportunities Fund, discusses key secular trends he believes is driving profit acceleration for certain growth stocks.
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.
Jim Kieffer, portfolio manager of the award-winning Artisan Value Fund (ARTLX), discusses his team’s approach to value investing and how the fund is positioned given the current market environment.
Forbes—Interview (Part 2) – Stocks the Team Likes Now
Jim Kieffer, portfolio manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to talk about recent performance and why he thinks Apple, Microsoft and Wal-Mart are stronger than investors may think.
Forbes—Interview (Part 1) – The Secret to Success as a Value Investor
Jim Kieffer, portfolio manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to discuss value investing and why three heads are sometimes better than one.
Scott Satterwhite, James Kieffer and George Sertl, Morningstar’s 2011 Domestic-Stock Managers of the Year in the U.S., explain why they see the best risk/reward trade-off in large, high-quality companies.
Mutual Fund Observer—Artisan Small Cap Fund (ARTSX)
Investors looking for a rational small-cap growth fund—one which is competitive in rising markets and exceptionally strong in rocky ones—would be well-advised to look at the reborn Artisan Small Cap Fund.
Value Investor Insight interviews portfolio manager David Samra of the Artisan Partners Global Value Team about his thoughts on the recent market turmoil in Europe.
James Kieffer, Scott Satterwhite and George Sertl describe the edge they look to exploit across all cap sizes and why they’re finally finding opportunity in consumer-staples stocks.
