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.
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.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
Portfolio Manager Charles Henri-Hamker reveals how luxury goods makers can continue to increase premium prices and gross margins while growing sales volumes.
Portfolio Manager Charles Henri-Hamker reveals how luxury goods makers can continue to increase premium prices and gross margins while growing sales volumes.
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.
Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Fund and Artisan Floating Rate Fund, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
Insurance Broker Delivers the Perfect Policy for Growth
Senior Research Analyst Claudia Corra describes the resilient qualities of the insurance brokerage industry, how it is able to grow margins and cash flow even in inflationary times, and how one company stands out from the crowd.
