Investing Across the Credit Spectrum Podcast Featuring 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.
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.
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.
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—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.
