Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
China’s millennials wield considerable spending power, even amid a slowing global economy. Portfolio Managers Tiffany Hsiao and Yuanyuan Ji discuss where they are finding growth in one of the world’s largest consumer marketplaces.
Given the market volatility over the past two years, many investors may want to take a closer look at their equity holdings. Learn how the Artisan Partners Global Equity Team finds growth in today’s environment.
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.
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.
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.
Sustainable Investing in Emerging Markets: 2021 Report
The Artisan Partners Sustainable Emerging Markets team describes its evolving approach to ESG, how companies are aligning profits with progress and its 2021 corporate engagement activities.
China's entrepreneurs have forged new ground in areas such as solar energy production, battery storage and greener transportation systems. Portfolio Manager Tiffany Hsiao discusses China's policy framework for renewable energy and where she sees innovation from a bottom-up perspective.
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 Non-U.S. 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 Non-U.S. Small-Mid Growth Strategy. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
Artisan Global Discovery Strategy: A Best Ideas, Global Growth Portfolio
The Growth team explains key attributes of the Artisan Global Discovery Strategy, a highly flexible portfolio representing some of the team's best ideas across the global economy.
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.
