• Finding the True Emerging Markets Opportunity Set
  • Portfolio Manager Maria Negrete-Gruson and her team discuss the MSCI EM index and how they approach identifying the true EM opportunity set.
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  • Video Update—A Volatile Q3 for Emerging Markets
  • Against a backdrop of rising volatility, ratcheting global trade tensions and diverging developed-world monetary policies, portfolio manager Maria Negrete-Gruson and Analyst Meagan Nace discuss the Q3 market environment and how it affected the Emerging Markets Strategy.
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  • Assessing Corporate Governance—A Bulwark Against Emerging Markets Volatility
  • The Emerging Markets team discusses the critical role that assessing corporate governance plays in managing EM volatility.
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  • A Systematic Approach to Differentiation
  • Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.
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  • 1-Year Anniversary—Artisan Global Discovery Strategy
  • Artisan Global Discovery Strategy celebrated its one-year anniversary on 1 September 2018. Lead Portfolio Manager Jason White discusses the portfolio’s first year.
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  • The Digital Payments Revolution
  • The Growth Team discusses the ongoing global evolution toward digital payments and the related investing opportunities they are finding.
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  • Portfolio Highlights—Artisan Thematic Strategy
  • The Thematic Team shares key metrics for its Thematic Strategy.
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  • An Analyst's Approach to Valuation
  • Gurpreet Pal, 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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  • Impact of US Tax Reform on High Yield Markets
  • Artisan Partners Credit Team provides insight on the US tax reform bill passed in December which created a number of sweeping changes to the tax code, including a reduced corporate tax rate along with modifications to a number of existing credits and deductions.
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  • Why Global Discovery
  • The Growth Team discusses the genesis of its newest strategy and how it will differ from the other strategies the team manages.
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  • A Scientific Approach to Identifying Profit Cycles
  • Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
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  • Reemergence of Earnings Growth
  • Meagan Nace and Maria Negrete-Gruson of the Artisan Partners Emerging Markets Team discuss a key inflection point the team has identified in the profitability of several emerging markets companies.
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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—Internal Change as a Growth Catalyst
  • Portfolio manager Jason White discusses how internal change catalysts can be a powerful driver of profit growth.
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  • Video Update—Dan Kane, U.S. Value Team
  • Portfolio manager Dan Kane discusses the team's thoughts on the current market environment, and where they are finding attractive investment opportunities.
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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—Demand Is Growing for Active Managers
  • Matt Kamm, portfolio manager on the Artisan Partners Growth team, says it's a good time to be an active manager with truly differentiated, high value-add strategies offering opinionated investment in a disciplined way.
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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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