Artisan Global Equity Strategy First Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity strategy’s first quarter performance and how it is positioning itself for opportunities in a post-pandemic world.
Artisan Sustainable Emerging Markets Strategy First Quarter 2021 Update
Analyst Meagan Nace recently discussed the uncertain investment environment, several new portfolio positions, the team’s differentiated approach to sustainability in EM and challenging conditions in Brazil.
Sustainable Investing in Emerging Markets: 2020 Report
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.
ESGandMe: Examining the Natural Integration Available to Long-Term Thematic Investors
In the absence of industry consensus, investors continue their search for effective methods of ESG evaluation. Portfolio manager Rezo Kanovich shares the team’s idiosyncratic approach to ESG that has long been integral to the team’s research and decision-making processes.
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.
Artisan China Post-Venture portfolio manager Tiffany Hsiao discusses the current possibilities available to perceptive investors in China and considerations for navigating this market.
As Artisan Partners marks two years of Rezo Kanovich’s leadership as portfolio manager, it’s an opportune time to review the team’s distinct approach to investing in this attractive asset class and the portfolio’s strong risk-adjusted returns during this time period.
The Secular Drivers in The Financial Exchanges Industry
Artisan Partners Global Equity Team analyst Steve Foundos discusses the unique characteristics of financial exchanges that make for highly visible, long-term growth profiles.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss emerging growth opportunities in the areas of health care, energy efficiency and emissions reduction.
Artisan Partners Global Value Team lead portfolio manager Dan O’Keefe recently joined another lively conversation among legendary value investors to discuss and debate the challenges of managing portfolios during a pandemic.
Mark Yockey on Keeping It Simple and Focusing on What Matters
A lot of growth managers are growth at any price, whereas we are growth at a reasonable price. We sell things when we think the valuation no longer reflects the underlying fundamentals.
Artisan Partners Sustainable Emerging Markets Team portfolio manager Maria Negrete-Gruson reviewed the Sustainable Emerging Markets strategy’s solid fourth quarter. She also discussed China, a possible sector rotation and her perspective for 2021.
