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.
Artisan Developing World Fund Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Fund and Artisan Floating Rate Fund, discuss their outlook for leveraged finance markets and how price dispersion is creating attractive opportunities for credit selection.
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.
Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
Citywire Selector—'I’ve Had Zero Days Off': Inside EMD Veteran Cirami’s Boutique Switch
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses his transition to Artisan Partners, approach to investing and where he sees opportunities in the emerging markets.
In a recent exclusive conversation, key members of the Growth team discussed 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.
Inflationary pressure is being felt around the world. What are some of the driving forces and the implications for equity investors? Portfolio Manager Dan O’Keefe shares his perspective on the current investment landscape, ESG considerations, and where he is finding opportunities at the Artisan Partners Investment Forum 2022 in New York City.
Sustainable Investing Through an Emerging Markets Lens
Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Gurpreet Pal, Sustainable Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
Artisan Partners International Small-Mid portfolio manager Rezo Kanovich discusses the software industry’s rapidly shifting dynamics and shares the team’s nuanced approached to identifying high-quality companies in the space.
Citywire—'A Lot of True Active Management Got Diluted'
Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
Peak Insights: An Exclusive Conversation with Chris Smith and Analog Devices
Antero Peak Group Portfolio Manager Chris Smith recently joined Analog Devices’ President and CEO Vincent Roche to discuss the tectonic shifts happening in the new era of computing and how semiconductor companies are poised to benefit from the increased demand.
Punching Above Their Weight Class: High Value-Added Bottlenecks
High value-added bottlenecks are a cornerstone of the Artisan International Small-Mid Fund. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
ESGandMe: In Our DNA—Investing With an Innate Consideration for ESG
In the absence of industry consensus, investors continue their search for effective methods of ESG evaluation. Portfolio manager Rezo Kanovich shares the team’s idiosyncratic approach to ESG that has long been integral to the team’s research and decision-making processes.
