David Samra discusses quality arbitrage—buying high-quality companies at low valuations. In a complex global market, he sees volatility not as risk, but as opportunity.
Within international investing, the international small-cap asset class has offered the highest long-term risk-adjusted returns, consistently highest rolling returns, and currently offers the most discounted valuations among all broad equity segments, yet represents only 1% of total equity exposure in institutional portfolios, on average.
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Last year’s US-centered tech-led rally is long gone, replaced by tariffs and turbulence. Read how the Artisan Partners Global Equity Team combines a bottom-up, valuation-sensitive research approach with its thematic growth lens to find new investment opportunities.
Artisan International Small-Mid Fund Investor Update—Q1 2025
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 Credit Team: Pop Up Investor Update—April 2025
The Artisan Partners Credit Team discuss the current market environment and where the team is finding the most attractive opportunities across high yield bonds and leveraged loans.
Artisan Partners Developing World Team Investor Update—Q1 2025
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
In this Q&A, Portfolio Manager Daniel Kane challenges the conventional wisdom on passive investing, exploring its explosive growth, hidden risks, and why the term “passive” may be a misnomer in today’s market.
Citywire Selector—Meet the Modest EMD Stalwart Who Raised $3bn in Three Years
Deep experience, creative positioning and exercised patience are key ingredients to the EMsights Capital Group’s early success at Artisan Partners. Portfolio Manager Michael Cirami elaborates.
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.
Analyst Meagan Nace discusses trade tariffs and their impact on emerging markets, price dislocations creating investment opportunities and portfolio positioning to navigate the current bout of volatility.
Rezo Kanovich, Portfolio Manager of the International Small-Mid Team, discusses how the team seeks to identify high-quality businesses aligned with structural growth themes that can compound value over the long term. The team is seeing multiple market dislocations amid the current investing environment, offering opportunities across international equities.
Peak Insights: An Exclusive Conversation With Chris Smith and Axon Enterprise
Antero Peak Group Portfolio Manager Chris Smith caught up with Axon CEO and Founder Rick Smith to explore how a mission to make the bullet obsolete sparked a wave of innovation and has transformed the company into a public safety platform.
While the Growth team's core approach remains consistent, this year’s report offers updated examples of engagement and proxy voting activity and examines how the team has sharpened its stewardship processes. Read the report to see how the team is putting its stewardship philosophy into practice.
David Samra Discusses "How the Sausage is Made" on Bloomberg Surveillance
Portfolio Manager David Samra appeared on Bloomberg Surveillance to show “how the sausage is made,” explaining how his team is adjusting valuations to reflect today’s market realities and where they’re uncovering opportunities in a shifting global landscape.
The Market—“I Expect that Novartis Will Be Able to Improve its Margins Up to Peer Levels”
What do chocolate, pharmaceuticals and banking have in common? Portfolio Manager David Samra tells The Market which select Swiss companies he believes are positioned for growth in the long term—even in uncertain times.
Celebrating Our Three-Year Milestone: Artisan Global Unconstrained
The EMsights Capital Group celebrates three years of the Artisan Global Unconstrained Strategy, a flexible portfolio that seeks to deliver consistent, compelling and uncorrelated risk-adjusted returns.
Michael Cirami, Portfolio Manager, and Eric Colson, Artisan Partners CEO, reflect on the team’s first three years. They discuss how the team navigated geopolitical shifts and market volatility, and how their time-tested investment process positions them to continue pursuing investment excellence.
Sustainable Investing in Emerging Markets: 2024 Report
In the 2024 Sustainability Report, the Artisan Partners Sustainable Emerging Markets Team highlights how sustainable innovation is reshaping emerging markets and giving companies a competitive edge for long-term success.
