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.