• 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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  • 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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  • 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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  • Actionable Insights From Alternative Data
  • How do alternative data sources enhance the Artisan Partners Credit Team’s research efforts? Founding portfolio manager Bryan Krug and team uncover insights from nontraditional data to narrow the opportunity set and identify potential investments.
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  • What Will Be Emerging Markets’ Next Evolution?
  • As emerging market economies evolve, so do the most attractive long-term investments. The Artisan Partners Sustainable Emerging Markets Team discusses where investors should look for new opportunities.
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  • Accounting for Country Risk Over Time
  • Country risk assessments must be as dynamic as the countries they measure. The Artisan Partners Sustainable Emerging Markets Team elaborates on how it factors country risk into its investment process.
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  • The Critical Importance of Travel
  • In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
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  • How Globalization and Global Trade Impact Emerging Markets
  • Adaptation is imperative for emerging markets companies. Portfolio manager Maria Negrete-Gruson shares why she believes globalization inevitably leads to readjustment.
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  • A Forward-Looking Approach to Sustainability
  • Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its environmental, social and corporate governance factors.
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  • ESG in Emerging Markets: A Differentiated Perspective
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
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  • Data and the IoT
  • Thematic Team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).
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  • Corporate Governance Considerations in Emerging Markets
  • Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.
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  • Are Negative Screens Valuable in Emerging Markets Investing?
  • Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.
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  • What Makes EM a Compelling Asset Class?
  • Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.
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