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.
