Showing 1 - 20 of 289 results
  • The Wall Street Transcript—Look Beyond Traditional Emerging Markets for More Diversification
  • Michael Cirami shares how the EMsights Capital Group navigates emerging markets debt risks while emphasizing the importance of diversification and the unique opportunities that exist beyond the scope of the benchmarks.
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  • Antero Peak Group Investor Update—Q3 2024
  • 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.
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  • Artificial Intelligence—Investing Beyond GPUs
  • While NVIDIA and other GPU manufacturers have garnered significant attention in the AI space, the Growth team identifies several other market segments poised to benefit from AI advancements.
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  • Authentic EM: Alpha Isn't Just a Greek Letter
  • In the first piece of the Sustainable Emerging Markets Team's Authentic EM series, analyst Meagan Nace covers the success story of one of Greece's largest banks and the recovery of one of Europe’s often overlooked economies.
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  • Bloomberg Surveillance Featuring David Samra
  • Portfolio Manager David Samra shares insights on the key to long-term international investing success, evolving corporate governance in Japan and where he’s finding value in the financial sector on Bloomberg Surveillance.
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  • GuruFocus Podcast—Value Investing Insights featuring Craig Inman and Daniel Kane
  • Listen to Craig Inman and Daniel Kane’s conversation with GuruFocus Value Insights Podcast about their approach to evaluating potential investments, their views on the current market environment, which stocks they are finding value in and more.
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  • CNBC Squawk Box Asia feat. Ben Herrick
  • Ben Herrick appeared on CNBC Squawk Box Asia to discuss Seven & i Holdings, where he emphasized the need for better corporate governance, faster implementation of reforms and the potential value of negotiations with Couche-Tard and other parties for the company’s overseas operations.
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  • Artisan Partners U.S. Value Team—Case Study: Diageo
  • Portfolio Manager Thomas Reynolds discusses the team’s investment case for Diageo, a spirits company with over 200 brands, including Johnnie Walker, Casamigos and Guinness.
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  • Artisan Partners Developing World Team—Investment Forum Highlights 2024
  • Lewis Kaufman discusses what has held back emerging markets in the modern era and how select portfolio holdings are helping to achieve disproportionate equity outcomes.
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  • Artisan Partners U.S. Value Team—Finding Value in Consumer Staples, Health Care and Utilities
  • Portfolio Manager Daniel Kane discusses how the team is finding value in the consumer staples, health care and utilities sectors after a long period in which they lagged.
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  • Seven Deadly Sins of Emerging Markets Debt Benchmarks
  • The EMsights Capital Group believes that understanding EMD’s embedded uncertainties and thoughtfully managing around the benchmarks’ seven limitations — or seven deadly sins — may improve outcomes in the asset class.
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  • Dutch Dowager Rebounds (from Grant’s Interest Rate Observer)
  • David Samra discusses why past missteps by Philips created a low-cost entry point to what is now a well-managed and high-quality company with good prospects for growth.
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  • Artisan Partners International Small-Mid Team—Investment Forum Highlights 2024
  • Listen to Artisan Partners International Small-Mid Team Portfolio Manager Rezo Kanovich discuss how he executes a consistent, differentiated investing approach, even amid market noise and hype.
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  • International Value Mysteries
  • David Samra joined renowned writer and publisher, Jim Grant, on a recent episode of Grant’s Current Yield Podcast to discuss the complexities involved in buying good businesses at cheap valuations outside the US.
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  • International Small-Mid Fund Investor Update—Q2 2024
  • 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.
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  • Artisan Partners U.S. Value Team—Case Study: Netflix
  • Portfolio Manager Craig Inman discusses how shares of Netflix—one of the great business success stories of the past 30 years—lost over 70% of their value in 2022 creating an opportunity for investors that were focused on the underlying business fundamentals.
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