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.
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.
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.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Are interest rate cuts necessary? Artisan Partners Global Value Team Lead Portfolio Manager Dan O'Keefe believes stock markets don’t need rate cuts and investing is more about managing risks than predictions.
Find out what’s driving secular and cyclical trends in construction, aerospace and freight shipping. Which companies are gaining the most and why? Portfolio Manager Andrew Euretig breaks it down.
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.
Artisan Global Unconstrained Fund: Celebrating Two Years
The EMsights Capital Group recently celebrated the two-year anniversary of the Artisan Global Unconstrained Fund, a flexible portfolio designed to adapt to a wide range of market and economic conditions.
The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
The Strategic and Tactical Case for Global Smaller Caps
The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
Peak Insights: An Exclusive Conversation with Chris Smith and DraftKings
Antero Peak Group Portfolio Manager Chris Smith recently joined DraftKings’ CEO and Co-founder Jason Robins to discuss the growth of Online Sports Betting and iGaming and how DraftKings’ “secret sauce” has helped separate it from its competition.
Research Analyst Rosa Vazquez discusses how the investment team finds good businesses trading at discounted prices and reviews a recent investment example from the aerospace industry.
After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
Artisan International Fund: Navigating International Markets in 2024
Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan International Fund with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
Portfolio Manager Anand Vasagiri explains the depth of due diligence required for investing in non-US small caps and how an experienced practitioner can leverage idiosyncrasies to generate alpha.
Portfolio Manager Anand Vasagiri provides valuable insights on treasure hunting in the vast non-US small-cap universe and why success stories begin from the bottom up.
The Antero Peak Group outlines why the emergence of AI presents growth opportunities for High Bandwidth Memory and an upcoming paradigm shift in the DRAM market.
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.
