• Emerging Markets Positioning and Opportunities Amid Market Volatility
  • Maria Negrete-Gruson, portfolio manager and founding partner of the Artisan Partners Sustainable Emerging Markets Team, discusses investing amid dramatic volatility, identifying opportunities and long-term investment implications.
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  • Disciplined Value Investing in Volatile Times
  • Daniel J. O’Keefe, lead portfolio manager and founding partner of the Artisan Partners Global Value Team, discusses disciplined value investing during stock market routs, avoiding behavioral pitfalls, identifying widening discounts and building long-term value.
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  • Volatility Creates High Yield Opportunity
  • Bryan Krug, founding portfolio manager of the Artisan Partners Credit Team, discusses the impact of COVID-19 on high yield credit markets, where possible opportunities lie and why current valuations may provide an attractive entry point for long-term investors.
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  • Thoughts on Recent Market Volatility and Our Portfolio Positioning
  • Artisan Growth Team shares its thoughts on COVID-19, the threat of an oil price war and how it believes its portfolios’ positioning and investment process will help it weather the storm.
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  • Value Investing With Legends Podcast featuring David Samra
  • International Value team portfolio manager David Samra has a passion for value investing. He recently sat down with Tano Santos, the David L. and Elsie M. Dodd Professor of Finance at the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, to discuss David’s career and the past, present and future of value investing.
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  • Sustainability and Opportunities Related to Climate Change
  • How do you define sustainability? Portfolio manager Mark Yockey shares his views.
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  • Finding Sustainable Growth in Financial Exchanges
  • Portfolio manager Mark Yockey discusses where he is finding growth.
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  • Rezo Kanovich: A One-Year Retrospective
  • Portfolio manager Rezo Kanovich looks back on his first year with Artisan Partners and how his team has capitalized on expanded degrees of freedom to construct a highly idiosyncratic portfolio of small and mid-sized companies.
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  • Rezo Kanovich at Artisan Partners: A Year in Review
  • As Artisan Partners marks the first year of Rezo Kanovich’s leadership, it is an opportune time to look back at the team’s first year, recap the portfolio’s transition and highlight the attractiveness of the opportunity set.
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  • Our ESG Journey
  • The Growth team shares its recently developed two-stage framework designed to incorporate ESG factors into the team’s investment process.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2019 Update
  • Rising social tensions contributed to an EM-developed markets performance gap in 2019. Nevertheless, portfolio manager Maria Negrete-Gruson and the Artisan Partners Sustainable Emerging Markets Team are still finding attractive opportunities among adaptable EM companies.
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  • The Case for Value in Today’s Market
  • The case for value is not just about finding high-quality companies at discounted prices; it’s also about avoiding the herding, trend-following and crowded trades that can raise risks and lower returns for investors.
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  • Risk Awareness and Downside Protection
  • After witnessing firsthand two massive market corrections, portfolio manager Tom Reynolds discusses his acute focus on risk management and downside protection.
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  • Can Countries Improve Their Corporate Governance Practices?
  • Artisan Partners International Value Team Portfolio Manager David Samra discusses whether he believes countries can improve their corporate governance standards over time.
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  • Sustainable Emerging Markets Strategy Investor Update—17 Oct 2019
  • Portfolio manager Maria Negrete-Gruson and analyst Gurpreet Pal of the Artisan Sustainable Emerging Markets Strategy discuss the investing environment, portfolio performance and positioning, and where the team is finding opportunities.
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  • Identifying Value Amid a Shifting Rates Outlook
  • Founding portfolio manager Bryan Krug discusses where he’s finding opportunities in the high yield market given the recent move in interest rates.
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  • The Impact of Negative Rates and Passive Investing
  • Global Value team portfolio manager Dan O’Keefe discusses the impact of passive investing on price discovery.
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  • Finding Future Value in a Disruptive Market
  • After a historically long—and unusual—10-year cycle favoring growth stocks, where can investors find value? Global Value team portfolio manager Dan O’Keefe discusses his team’s approach to finding idiosyncratic areas of value.
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  • Identifying Long-Term Opportunities in the International Small-Mid Universe
  • Portfolio manager Rezo Kanovich explains why a long-term investment horizon and a contrarian view are cornerstones of his team’s approach.
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  • Enhancing Fundamental Research With Analytical Tools
  • In addition to rigorous bottom-up research, Thematic team portfolio manager Chris Smith leverages a slew of analytical tools to eliminate subjectivity and manage risk.
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