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.
Artisan Partners International Small-Mid Team: Celebrating 5 Years
The Artisan Partners International Small-Mid Team recently celebrated its five-year anniversary. The team is comprised of long-term-oriented investors in high-quality businesses exposed to structural growth themes and utilizes a contrarian approach to acquire these businesses.
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Citywire Due Diligence Report—Capes of Sustainability
Maria Negrete-Gruson, Portfolio Manager of Artisan Partner’s Sustainable Emerging Markets Fund, was named in Citywire as a superhero of sustainability.
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.
Three Companies That Are Better, Safer and Cheaper
Recent setbacks appear temporary for these quality businesses according to Artisan Partners U.S. Value Team’s Craig Inman as he reviews the team’s investment cases.
Citywire Selector—A Distinctive Approach to Emerging Markets Debt
EMsights Capital Group Portfolio Manager Michael Cirami shares how thoughtfully managing around the benchmarks’ seven limitations can lead to a more favorable outcome in the asset class.
The Growth team highlights why it believes the fast-casual restaurant industry’s combination of a compelling value proposition, significant potential for new store expansion, and superior store-level economics could be a recipe for success.
Chris Smith, portfolio manager of the Antero Peak Group, discusses how the current investment backdrop supports the team’s process and where the team is finding opportunities outside of the tech sector.
Dissecting the US and non-US investing environment, disaggregating what passive vehicles truly own, considering AI along a continuum, and an update on value investing in an inflationary world. Portfolio managers Dan O’Keefe and Mike McKinnon discussed these noteworthy topics during the Artisan Partners Investment Forum.
I Still Think There’s Potential for a Second Step at ABB
Lead Portfolio Manager David Samra discusses the importance of patience in value investing and shares insights on several of his top ten portfolio positions.
A long market bias in favor of growth stocks and an expansion in valuations between growth and value stocks create the potential for value stock outperformance through simple mean reversion.
Artisan Emerging Markets Debt Opportunities Fund: Celebrating Two Years
EMsights Capital Group celebrates the 2-Year Anniversary of the Artisan Emerging Markets Debt Opportunities Fund, the second strategy to reach this milestone.
There are rules, heuristics and patterns the Artisan International Explorer portfolio managers use to determine what constitutes “good,” but for almost every rule or pattern they apply, there are exceptions.
Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
"You always want to be strong money." Tune in as David Samra, Lead Portfolio Manager of the Artisan International Value Team, talks about the foundations of his investment approach and shares some great advice in this Insightful Investor podcast.
Celebrating 16 years at Artisan Partners, Portfolio Manager Dan Kane shares his memories of his first days at Artisan during the ’08-’09 financial crisis and thoughts on various investment topics, including the trend toward passive investing and the purported death of value investing.
Taking Risks with Risk Management: A Tragedy of Errors
Successful risk management requires averting disaster; it is seldom lauded when handled well but is often thrust into the limelight when it fails. The Artisan International Explorer portfolio managers face many additional risks in the non-US small-cap space, which they must try to mitigate in order to successfully maximize long-term returns.
International Small-Mid Fund Investor Update—Q1 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.