Citywire Interview: Top European Stocks in Portfolio
Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
Citywire Interview: Best Investment Decision in 2022
Lead portfolio manager Dan O'Keefe shares a nerve-breaking-turned-rewarding investment decision made in 2022, plus one of his favorite books and his advice for young investment professionals, in an interview with Citywire’s John Coumarianos.
The Wall Street Transcript—Exploiting Inefficiencies in the Emerging Market Debt Space
Artisan Partners EMsights Capital Group portfolio manager Michael Cirami discusses limitations of traditional emerging markets debt benchmarks and where the team finds opportunities.
Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Investment Week—Freedom is Key for Growth and Sustainability: EM Debt Investors Should Pay Attention
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses how assessing a country's rule of law and economic and political freedoms can uncover unique investment opportunities in emerging markets.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Fund, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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.
Investing Across the Credit Spectrum Podcast feat. 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.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
The Artisan Partners Growth Team explores the impacts of consolidation, reduced cyclicality and content growth in the semiconductor industry and shares where the team is uncovering opportunities.
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.
Citywire—David Samra Talks Cash, Currency and Stocks
In this Q&A with Citywire’s John Cumarianos, Lead Portfolio Manager David Samra talks about the philosophy underpinning his stellar track record, his approach to cash and currency exposure, and a few stocks he finds attractive.
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.
In a recent exclusive conversation, all five of the Growth team’s portfolio managers discussed the market environment, 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.
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.
