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.
