Showing 181 - 200 of 233 results
  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • Opportunities in Health Care
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Finding Sustainable Growth in The Insurance Industry
  • Artisan Partners Global Equity Team analyst Claudia Corra shares why the team believes insurance brokerage is a growth industry.
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  • Innovations in Energy Efficiency and Data Center Operations
  • Artisan Partners Global Equity Team analyst Nik Legetic discusses the team’s environmental theme including its building efficiency and data centers sub-themes.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and Fidelity National Information Services (FIS)
  • Antero Peak Group portfolio manager Chris Smith recently joined FIS Chairman, President and CEO Gary Norcross to discuss the evolving role of technology in the payments and banking industries.
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  • Intelligent Integration: Sustainable Investing in Emerging Markets
  • The Artisan Sustainable Emerging Markets Team shares how its differentiated approach to ESG helps it identify companies committed to both profits and progress while taking emerging market realities into consideration.
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  • Role of disproportionate equity outcomes in a total portfolio
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the strategy's role within a broader portfolio.
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  • SecureFutures 2020 Conference featuring Maria Negrete-Gruson
  • Sustainable Emerging Markets team portfolio manager Maria Negrete-Gruson recently served as the keynote speaker at the exclusive SecureFutures Conference where she shared insights on ESG investing in emerging markets. Non-profit SecureFutures empowers students through financial literacy.
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  • Managing Unique Risks of International Small- and Mid-Cap Equities
  • Portfolio manager Rezo Kanovich discusses the team’s risk management process.
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  • Identifying Long-Term Tailwinds in Health Care and Technology
  • Portfolio manager Rezo Kanovich discusses the compelling opportunities in health care and technology.
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  • How We Define Quality Businesses
  • Portfolio manager Rezo Kanovich discusses how the team defines quality.
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  • Finding Sustainable Growth in Financial Exchanges
  • Portfolio manager Mark Yockey discusses where he is finding growth.
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  • Lifelong Passion for Portfolio Management
  • Portfolio manager Mark Yockey explains why his competitive nature has served him well throughout his career.
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  • Transcending Constraints in Emerging Markets
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains how he aims to identify companies best able to transcend the constraints facing emerging markets.
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  • Business Model Emphasis: Scalability
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman discusses the economic constraints he sees in emerging markets economies.
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  • Value Driven vs. Valuation Driven
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
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  • Portfolio Evolution: Value Proposition, Five Years In
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the portfolio’s value proposition.
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  • Passport Companies
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
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