Showing 188 of 188 results
  • 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.
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  • Research Analyst Spotlight: Rosa Vazquez
  • 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.
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  • Sustainable Investing in Emerging Markets: 2023 Report
  • The Artisan Partners Sustainable Emerging Markets Team describes its commitment to advancing sustainability through active engagement during a rather tumultuous year for emerging markets.
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  • Potential for Large Opportunity with Small Caps
  • 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.
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  • Artisan Non-U.S. Growth Strategy: Navigating International Markets in 2024
  • Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
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  • Drilling Deep
  • 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.
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  • Frog Kissing
  • Portfolio Manager Beini Zhou on the genesis of Artisan International Explorer, inefficiencies in non-US small cap, and what it takes to uncover alpha.
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  • Peak Insights: HBM Opportunity Within Memory
  • 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.
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  • Artisan International Explorer Strategy: A Three-Year Reflection
  • Beini Zhou and Anand Vasagiri reflect on the three-year anniversary of their return to Artisan Partners with the goal of generating alpha, not asset class or factor exposure.
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  • Artisan Partners EMsights Capital Group Fourth Quarter 2023 Update
  • 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.
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  • Accelerating Value at VINY with David Samra
  • Lead Portfolio Manager David Samra spoke recently at the Value Investor New York Conference about the extraordinary opportunity UBS was able to capitalize on when it acquired Credit Suisse in 2023.
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  • Value Root Canal
  • What is a Value Root Canal and how is one conducted to optimal effect? At the December 2023 Value Invest New York Conference, Artisan International Explorer portfolio managers Beini Zhou and Anand Vasagiri demonstrated how painless and precise the process can be with the right tools and practitioners.
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  • Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
  • Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
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  • The Case for Small Cap Optimism
  • For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
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  • Artisan Partners Credit Team Fourth Quarter 2023 Update
  • Artisan Partners Credit Team reviews the prior quarter’s events in leveraged credit markets and presents potential areas of opportunity.
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  • Artisan Partners Developing World Team Fourth Quarter 2023 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on an eventful year for emerging markets, summarizes her portfolio’s strong 2023 performance and explains what excites her heading into 2024.
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  • Antero Peak Group Fourth Quarter 2023 Update
  • 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.
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  • Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
  • Learn how the Artisan Global Unconstrained Strategy is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
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  • Value Income: Designed to Generate Sustainable and Premium Income
  • Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Strategy’s dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
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  • Forbes—Top Ideas from the Invest For Kids Conference
  • Forbes spotlighted Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, who presented at the Invest for Kids event in Chicago this October.
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  • Risk Management and Resilient Growth: Two Sides of the Same Coin
  • Find out how managing risk and building resilient portfolios go hand in hand.
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  • The Semiconductor Opportunity: Artificial Intelligence
  • Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
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  • The Semiconductor Opportunity: Electric Vehicles
  • Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
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  • Investing in Health Care: Beyond the Buzzwords
  • Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
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  • Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
  • Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
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  • Barron’s—This International Investing Pro Sees Value in Consumer Stocks
  • Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
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  • Artisan Developing World Investor Day 2023
  • Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
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  • Artisan Global Discovery Strategy: The Intersection of Quality and Growth
  • Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
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  • Consumer Sector Spotlight: e-commerce
  • After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
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  • US Mid-Cap Equities: A Forgotten Allocation
  • Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
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  • Deconstructing Alpha Podcast feat. Bryan Krug
  • Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
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  • Artisan Partners Credit Team Third Quarter 2023 Update
  • Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Uncertainty in Emerging Markets with Michael Cirami
  • Michael Cirami, portfolio manager of EMsights Capital Group, joins Philip Chao on the Tao of Chao podcast to share how uncertainty in global markets today frames his thinking about investing in emerging market debt.
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  • Artisan Partners Developing World Team Third Quarter 2023 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Artisan Sustainable Emerging Markets Strategy Third Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the third quarter performance of the Sustainable Emerging Markets Strategy. They discussed the challenges in Asia and the opportunities ahead in a rapidly changing macroeconomic environment.
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  • The JRo Show feat. Dan O'Keefe
  • The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
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  • Antero Peak Group Third Quarter 2023 Update
  • 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.
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  • Artisan Partners U.S. Value Team: An ESG Framework
  • As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
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  • Artificial Intelligence Progress Report
  • In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
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  • Building a Resilient Future with Industrial Gas
  • Find out how industrial gas leaders are capitalizing on beneficial industry dynamics to deliver both short- and long-term opportunities for investors.
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  • Better, Safer, Cheaper Value Investing
  • Portfolio Managers Craig Inman and Dan Kane discuss the team’s three criteria required to make an investment.
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  • Bloomberg Markets Today feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
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  • Uncovering Value Through an Opportunistic Approach
  • The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
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  • CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
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  • Peak Insights: Aerospace—Consolidated Secular Growth
  • The Antero Peak Group explains why it believes Aerospace is poised for an industry-wide inflection.
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  • Growth Team 5 in 5: Consumer Opportunities in the Current Environment
  • Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
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  • Generating Alpha in Today’s Emerging Markets
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
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  • CNBC Squawk Box Europe Interview feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
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  • Artisan Partners Credit Team Second Quarter 2023 Update
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Artisan Partners Developing World Team Second Quarter 2023 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Antero Peak Group Second Quarter 2023 Update
  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets Strategy's second quarter, emphasizing the drivers behind the portfolio's outperformance and the importance of stock selection in navigating uncertain macroeconomic conditions.
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  • U.S. Value 2023 Investment Forum Replay
  • Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman discuss their favorite market mania moments of the past few years and how they relate to the opportunities markets create for value investors.
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  • From Epidemic to Opportunity: Investing in Obesity Treatments
  • The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
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  • Peak Insights: Liquidity—A Major Driving Force for Markets
  • The Antero Peak Group examines the relationship between overall liquidity and market direction.
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  • A Differentiated Approach to Investing Globally
  • Speaking from the Artisan Partners Investment Forum, Portfolio Manager Mark Yockey highlights the key themes and resilient growth opportunities that he and the team are investing in.
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  • Pipelines for Resilient Growth
  • Innovation and drug platforms are driving resilience in biopharma. Research Analyst Navdeep ("Nav") Singh of the Artisan Global Equity Team shares his latest insights on the industry and how the team’s newest holdings are changing the world.
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  • CNBC—An Interview with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
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  • Citywire Interview: Top European Stocks in Portfolio
  • Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
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  • Morningstar Investment Conference 2023 Featuring Dan O’Keefe
  • What is the case for investing outside the US? Is investing in emerging markets worth the risk? Lead portfolio manager Dan O'Keefe explored these and other important topics facing investors today, in a thought-provoking panel discussion during the Morningstar Investment Conference 2023.
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  • International Investing: The Complexity Behind It and Why It Lends Itself to Value Investing
  • International Value team Lead Portfolio Manager David Samra discusses his approach to value investing.
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  • Peak Insights: An Artificial Intelligence Revolution
  • Chris Smith, portfolio manager of the Antero Peak Group, discusses the next tectonic shift in the computing paradigm and identifies where the team finds opportunities across the tech stack and within the semiconductor space.
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  • International Small Caps: A Strategic Asset Class
  • Lead portfolio manager Rezo Kanovich makes a case for investing in international small caps.
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  • Investing Across the Credit Spectrum Podcast feat. Bryan Krug
  • Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
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  • Artisan Partners EMsights Capital Group First Quarter 2023 Update
  • 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.
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  • 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.
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  • Artisan Partners Credit Team First Quarter 2023 Update
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
  • Listen Now
  • Antero Peak Group First Quarter 2023 Update
  • 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.
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  • Artisan Partners Developing World Team First Quarter 2023 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Artisan Sustainable Emerging Markets Strategy First Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a volatile quarter for emerging markets, summarizes her portfolio’s first quarter performance and identifies what she believes will be drivers of alpha moving forward.
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  • Sustainable Investing in Emerging Markets: 2022 Report
  • The Artisan Partners Sustainable Emerging Markets Team describes its unique approach to sustainability, its 2022 corporate engagement activities and the resilience of emerging markets companies.
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  • The Semiconductor Decade
  • 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.
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  • Artisan Partners Growth Team—2022 Annual Sustainability Report
  • 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.
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  • The Alluring Resilience of Luxury Goods
  • Portfolio Manager Charles Henri-Hamker reveals how luxury goods makers can continue to increase premium prices and gross margins while growing sales volumes.
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  • The Resilience of Luxury Goods
  • Portfolio Manager Charles Henri-Hamker reveals how luxury goods makers can continue to increase premium prices and gross margins while growing sales volumes.
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  • Future Voices of Value Investing—Artisan International Value Stock Pitch Challenge
  • Lead Portfolio Manager David Samra, in partnership with the Columbia Business School's Heilbrunn Center for Graham & Dodd Investing, recently hosted the 4th Annual Artisan International Value Stock Pitch Challenge at Columbia Business School (CBS).
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  • 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.
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  • Navigating Today’s Market Environment: Fourth Quarter 2022 Update
  • 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.
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  • Artisan Partners EMsights Capital Group Fourth Quarter 2022 Update
  • 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.
  • Listen Now
  • Artisan Partners Credit Team Fourth Quarter 2022 Update
  • Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
  • Listen Now
  • Artisan Developing World Team Fourth Quarter 2022 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Antero Peak Group Fourth Quarter 2022 Update
  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2022 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a challenging year for emerging markets, summarizes her portfolio’s fourth quarter performance and explains what excites her heading into 2023.
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  • Through a Looking Glass: Artisan Emerging Markets Debt Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Debt Opportunities Strategy.
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  • Investing in New Frontiers — A Smart Alternative: Artisan Global Unconstrained Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Global Unconstrained Strategy.
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  • Traversing the Globe: Artisan Emerging Markets Local Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Local Opportunities Strategy.
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  • China's Health Care Landscape
  • The Artisan China Post-Venture team discusses where they are seeing the most interesting opportunities in Chinese health care today and some of the risks investors should be mindful of when looking at these types of businesses.
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  • Resiliency Through the Cycle 2022 Review
  • Lead Portfolio Manager Mark Yockey discusses investment themes and holdings that proved resilient in 2022 for the Artisan Partners Global Equity Team.
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  • 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.
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  • Value Income Series: An Equity Income Focus
  • Portfolio Manager Craig Inman shares the team’s excitement around creating an equity income portfolio through the Artisan Value Income Strategy.
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  • Value Income Series: The Genesis of Value Income
  • Portfolio Manager Tom Reynolds discusses how cross-asset experience and the unique culture at Artisan Partners led to the creation of the Artisan Value Income Strategy.
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  • Value Income Series: Flexibility to Invest in Different Parts of The Capital Structure
  • Portfolio Manager Craig Inman shares how the team sees multiple opportunities to invest in different areas of the capital structure.
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  • Value Income Series: A Non-Formulaic Approach to Dividend Investing
  • Portfolio Manager Daniel Kane explains how the team’s non-formulaic approach allows for long-term flexibility.
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  • Value Income Series: Assessing Relative Value across The Capital Structure
  • Portfolio Manager Tom Reynolds compares yield on debt vs. yield on dividends and shares how the team evaluates the most attractive place to be.
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  • Value Income Series: Our Criteria for Position Sizing
  • Portfolio Manager Daniel Kane explains how the team sizes positions within the Artisan Value Income Strategy using its three margin of safety criteria and by assessing a company’s capital structure and free cash flow generation.
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  • 50 Leading Women in Hedge Funds 2022 feat. Tiffany Hsiao
  • Congratulations to Artisan China Post-Venture Strategy portfolio manager Tiffany Hsiao for being recognized as one of the “50 Leading Women in Hedge Funds” by The Hedge Fund Journal.
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  • Resiliency Through the Cycle
  • Growth stocks are going through a re-shuffle. High-multiple asset-light tech stocks with far-off earnings are out. Reasonably priced growth stocks with unique assets, structural advantages and consistent near-term cash flows are in. Co-Portfolio Manager Andrew Euretig discusses how increased capital investments in infrastructure and the environment have played a powerful supporting role for some of the companies the team invests in.
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  • Deconstructing Alpha Podcast feat. Rezo Kanovich
  • Artisan Non-U.S. Small-Mid Growth Strategy portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
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  • Reflections on China’s 20th Party Congress
  • The Artisan Partners China Post-Venture Team discusses its view of the direction of economic policy in China, as well as its potential impact on innovative sectors.
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  • 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.
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  • Artisan Partners EMsights Capital Group Third Quarter 2022 Update
  • 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.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy Third Quarter 2022 Update
  • Analyst Meagan Nace, CFA, recently reviewed the Sustainable Emerging Markets Strategy’s third quarter, highlighting a handful of holdings the team is optimistic about, despite headwinds in emerging markets.
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  • Artisan Developing World Strategy Third Quarter 2022 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Antero Peak Group Third Quarter 2022 Update
  • 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.
  • Listen Now
  • Artisan Partners Credit Team Third Quarter 2022 Update
  • Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Insights into China’s Consumers
  • 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.
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  • Finding Growth in Uncertain Times
  • 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.
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  • Artisan Developing World Strategy Second Quarter 2022 Update
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Artisan Partners EMsights Capital Group Second Quarter 2022 Update
  • 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.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2022 Update
  • Analyst Nicolas Rodriguez-Brizuela, recently reviewed the Sustainable Emerging Markets strategy’s second quarter, highlighted a few attractive off-benchmark positions and reflected on what he learned from his EM travels during the quarter.
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  • Antero Peak Group Second Quarter 2022 Update
  • 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.
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  • 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.
  • Watch Now
  • Navigating Today’s Market Environment
  • 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.
  • Watch Now
  • 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.
  • Watch Now
  • Artisan International Value Strategy: The Case for Investing Outside the US
  • International Value team lead portfolio manager David Samra shares why he believes there is a tremendous opportunity set outside the US for investors.
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  • Artisan Partners Growth Team—2021 Annual Sustainability Report
  • 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.
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  • 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.
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  • China's New Energy Future
  • 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.
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  • An Analyst's Approach to Valuation
  • 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.
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  • Software Enterprise: The Changing Ecosystem
  • 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.
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  • The Case for Leveraged Loans
  • Portfolio Manager Bryan Krug explains the appeal of leveraged loans and multiple ways investors can use floating rate in their portfolios.
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  • A Macro Overview of the Credit Marketplace
  • Portfolio Manager Bryan Krug presents an overview of the credit market and prevailing dynamics at play.
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  • An Introduction to the Artisan Credit Opportunities Strategy
  • Portfolio Manager Bryan Krug discusses the key differentiators of the Artisan Credit Opportunities Strategy.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • Peak Insights: Building Blocks of a Modern Network
  • Antero Peak Group Analyst Noel Culhane discusses major shifts occurring in the computing industry over the next five-plus years and what he believes to be the building blocks of a 21st-century network.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and Agilent Technologies
  • Antero Peak Group Portfolio Manager Chris Smith recently joined Agilent Technologies CFO Bob McMahon to discuss how increased investment in research and development is advancing bleeding edge life science tools and technologies.
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  • Spotlight on Alternatives
  • Artisan Partners CEO Eric Colson leads a conversation with Bryan Krug and Chris Smith, portfolio managers of Artisan Partners boutiques with established alternative investment strategies.
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  • The Artisan Partners Sustainable Emerging Markets team shares its inaugural sustainability report which describes the team’s integrated approach to ESG, recent analysis enhancements and engagement activities in 2020.
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  • Artisan Partners Growth Team—2020 Annual Sustainability Report
  • The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
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  • Why China Now?
  • Artisan Partners portfolio manager Tiffany Hsiao discusses the opportunity set in China and what she believes makes it unique today.
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  • Sustainable Competitive Advantages
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  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
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  • Opportunities in Health Care
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  • Emerging Long-Term Growth Themes
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  • Finding Sustainable Growth in The Insurance Industry
  • Artisan Partners Global Equity Team analyst Claudia Corra shares why the team believes insurance brokerage is a growth industry.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and Fidelity National Information Services (FIS)
  • Antero Peak Group portfolio manager Chris Smith recently joined FIS Chairman, President and CEO Gary Norcross to discuss the evolving role of technology in the payments and banking industries.
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  • Intelligent Integration: Sustainable Investing in Emerging Markets
  • The Artisan Sustainable Emerging Markets Team shares how its differentiated approach to ESG helps it identify companies committed to both profits and progress while taking emerging market realities into consideration.
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  • Role of disproportionate equity outcomes in a total portfolio
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the strategy's role within a broader portfolio.
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  • SecureFutures 2020 Conference featuring Maria Negrete-Gruson
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  • Identifying Long-Term Tailwinds in Health Care and Technology
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  • Lifelong Passion for Portfolio Management
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  • Transcending Constraints in Emerging Markets
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains how he aims to identify companies best able to transcend the constraints facing emerging markets.
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  • Business Model Emphasis: Scalability
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  • Portfolio Evolution: Value Proposition, Five Years In
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  • Value Investing With Legends Podcast featuring David Samra
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  • What Will Be Emerging Markets’ Next Evolution?
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  • How Globalization and Global Trade Impact Emerging Markets
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  • ESG in Emerging Markets: A Differentiated Perspective
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  • Data and the IoT
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  • The Artisan Difference
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  • Thematic Idea Generation
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  • Country-Specific Risk in Emerging Markets
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  • The Outlook for Shifting Dynamics of Emerging Markets Firms
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  • How Geopolitics Matters to Emerging Markets
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  • Managing Bouts of Volatility
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  • Finding the True Emerging Markets Opportunity Set
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  • A Scientific Approach to Identifying Profit Cycles
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  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
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  • Video Update—Embracing Volatility
  • Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.
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  • Video Update—Jim Kieffer, U.S. Value Team
  • Portfolio manager Jim Kieffer explains common bad investing habits and why the team believes a benchmark-agnostic approach matters.
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  • Video Update—Mark Yockey, Global Equity Team
  • Portfolio manager Mark Yockey reviews his team’s investment process and discusses some of the global secular themes that are driving the team’s fundamental stock picks. As of 13 Jun 2013.
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