Showing 101 - 120 of 283 results
  • Peak Insights: Aerospace—Consolidated Secular Growth
  • The Antero Peak Group explains why it believes Aerospace is poised for an industry-wide inflection.
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  • Mutual Fund Observer—Artisan International Explorer Fund
  • Artisan Partners International Explorer Fund offers experienced active management to investors looking to maximize the potential for exceptional gains in one of the most inefficient corners of the market. It also provides exposure to a product that embodies the investing philosophy and discipline of Artisan International Value Team Lead Portfolio Manager David Samra.
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  • Growth Team 5 in 5: Consumer Opportunities in the Current Environment
  • Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
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  • Morningstar—Artisan International Small-Mid Fund Earns an Upgrade
  • Greater conviction in the Artisan International Small-Mid Fund results in an upgrade from Above Average to High.
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  • CNBC Squawk Box Europe Interview feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
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  • CNBC—An Interview with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
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  • Pipelines for Resilient Growth
  • Innovation and drug platforms are driving resilience in biopharma. Research Analyst Navdeep ("Nav") Singh of the Artisan Global Equity Team shares his latest insights on the industry and how the team’s newest holdings are changing the world.
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  • 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.
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  • 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.
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  • Value Investor Insight—Investor Insight: Rezo Kanovich
  • Portfolio Manager Rezo Kanovich shares how his unique background has shaped his eye for identifying long-term, value-creating opportunities.
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  • 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.
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  • 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.
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  • 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.
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  • Citywire Selector—This Industry’s Dirty Little Secret is Most PMs are Momentum Oriented
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman explains how he has benefitted from staying consistent with out-of-favor ideas.
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  • Investing Across the Credit Spectrum Podcast Featuring 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.
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  • 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.
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  • Artisan Partners Growth Team—2022 Annual Sustainability Report
  • 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.
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  • 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.
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  • Resiliency Through the Cycle 2022 Review
  • Lead Portfolio Manager Mark Yockey discusses investment themes and holdings that proved resilient in 2022 for the Artisan Partners Global Equity Team.
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  • Value Income Series: An Equity Income Focus
  • Portfolio Manager Craig Inman shares the team’s excitement around creating an equity income portfolio through the Artisan Value Income Strategy.
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