Showing 1 - 20 of 112 results
  • Antero Peak Group First 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 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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  • Rezo Kanovich: Three Years at Artisan Partners
  • Portfolio Manager Rezo Kanovich shares how the team's focus on business model durability and flexible management teams has benefited investors over the last three years.
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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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  • The Sweet Spot: Balancing Risk and Reward in Biopharma Investing
  • Artisan Partners Global Equity Team members discuss how the identification of major de-risking events in biopharma can help put risk/reward in their favor.
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  • Invaluable Insights 2022: What’s Next
  • Artisan Partners Global Value Team lead Portfolio Manager Dan O’Keefe joined another lively conversation among legendary value investors to discuss investing opportunities and challenges in the current environment.
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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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  • Artisan Developing World Strategy Fourth Quarter 2021 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 International Explorer Strategy: A Year in Review
  • Co-portfolio managers Beini Zhou and Anand Vasagiri review the strategy’s first year of performance and discuss what they believe to be their team’s competitive edge.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2021 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s fourth quarter and e-commerce holdings, as well as headwinds and reasons for optimism entering 2022.
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  • Antero Peak Group Fourth Quarter 2021 Update
  • Chris Smith, portfolio manager of the Antero Peak Group, speaks to recent performance and the key themes the team believes are poised to accelerate in the coming quarters.
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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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