In this Q&A, Portfolio Manager Daniel Kane challenges the conventional wisdom on passive investing, exploring its explosive growth, hidden risks, and why the term “passive” may be a misnomer in today’s market.
Citywire Selector—Meet the Modest EMD Stalwart Who Raised $3bn in Three Years
Deep experience, creative positioning and exercised patience are key ingredients to the EMsights Capital Group’s early success at Artisan Partners. Portfolio Manager Michael Cirami elaborates.
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.
Senior Analyst Meagan Nace discusses trade tariffs and their impact on emerging markets, price dislocations creating investment opportunities and portfolio positioning to navigate the current bout of volatility.
Peak Insights: An Exclusive Conversation With Chris Smith and Axon Enterprise
Antero Peak Group Portfolio Manager Chris Smith caught up with Axon CEO and Founder Rick Smith to explore how a mission to make the bullet obsolete sparked a wave of innovation and has transformed the company into a public safety platform.
David Samra Discusses "How the Sausage is Made" on Bloomberg Surveillance
Portfolio Manager David Samra appeared on Bloomberg Surveillance to show “how the sausage is made,” explaining how his team is adjusting valuations to reflect today’s market realities and where they’re uncovering opportunities in a shifting global landscape.
The Market—“I Expect that Novartis Will Be Able to Improve its Margins Up to Peer Levels”
What do chocolate, pharmaceuticals and banking have in common? Portfolio Manager David Samra tells The Market which select Swiss companies he believes are positioned for growth in the long term—even in uncertain times.
While the Growth team's core approach remains consistent, this year’s report offers updated examples of engagement and proxy voting activity and examines how the team has sharpened its stewardship processes. Read the report to see how the team is putting its stewardship philosophy into practice.
Sustainable Investing in Emerging Markets: 2024 Report
In the 2024 Sustainability Report, the Artisan Partners Sustainable Emerging Markets Team highlights how sustainable innovation is reshaping emerging markets and giving companies a competitive edge for long-term success.
The Artisan Global Unconstrained Strategy is designed to navigate various environments and help diversify asset allocations by investing in inefficient and overlooked segments of the market that are often not represented in typical asset allocations.
The Artisan Emerging Markets Debt Opportunities Strategy seeks to capture the best opportunities available within the emerging markets debt space by adopting a broad investment universe that looks beyond traditional benchmarks while carefully managing risks.
Our Distinctive Approach: Emerging Markets Local Opportunities
The Artisan Emerging Markets Local Opportunities Strategy seeks to capture inefficiencies in the market through a broad investment universe and an opportunistic approach to idea generation.
Bloomberg FICC Focus Podcast—Michael Cirami Dusts Off the EM Cold War Playbook
Michael Cirami joins this Bloomberg Intelligence podcast to discuss EM debt investing and the potential for alpha generation amid current geopolitical risks and economic shifts.
Learn more about Analyst Jessica Lin's research on VTEX, an e-commerce enabler, and Brazil's evolution from a commodity-driven economy to a global technology leader.
Artisan Non-U.S. Growth Strategy: International Investment Insights for 2025
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 2025.
An Interview with Portfolio Manager Thomas Reynolds
Celebrating 7 years at Artisan Partners, Portfolio Manager Tom Reynolds shares his investment journey, his thoughts on active management and how the team utilizes its probabilistic approach to investing, and more.
In this issue of the Authentic EM series, Analyst Jessica Lin dives into e-commerce enabler VTEX and Brazil's transformation from a commodity-driven economy to a global tech leader.
Artisan Partners Credit Team Fourth Quarter 2024 Update
Artisan Partners Credit Team discuss portfolio positioning, where the team is finding the most attractive opportunities across bonds and leveraged loans, and the current market environment.
Artisan Partners EMsights Capital Group Fourth Quarter 2024 Update
Darren Goldman, managing director of the EMsights Capital Group, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Citywire South Africa—$170bn Global Manager Will Soon Launch its First SA Feeder Fund
Dan O’Keefe and the Artisan Partners Global Value Team will be launching Artisan Partners' first South African feeder fund. The team seeks undervalued businesses with the potential for superior risk and reward outcomes.
