Showing 102 of 102 results
  • A Time-Tested Approach to Finding Sustainable Growth
  • The Artisan Partners Global Equity team believes its continued focus on high-quality growth companies and commitment to its investment process have been key ingredients to Artisan Global Equity strategy’s long-term track record of alpha generation and its ability to add value in both up and down markets.
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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 Sustainable Emerging Markets Strategy Third Quarter 2021 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s third quarter and outlined challenges faced by emerging markets, China and India exposures, as well as strategy positioning changes.
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  • Artisan Developing World Strategy Third 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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  • China’s Economic Blueprint
  • What drives regulation in China? Tiffany Hsiao, Portfolio Manager for the Artisan China Post-Venture Strategy, discusses how China’s five-year plan impacts policy, as well as where she sees opportunities for long-term investors.
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  • Assigning Multiples to Chinese Equities
  • Amid heightened market volatility, bottom-up stock selection is key. Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, shares her views on ADRs, regulatory risks and finding competitive moats among innovative companies in China.
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  • Artisan Global Equity Strategy Second Quarter 2021 Update
  • Artisan Partners Global Equity Team members discuss the Global Equity strategy's second quarter performance and how the portfolio is positioned for post-pandemic opportunities in light of potential COVID variants.
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  • Artisan Non-U.S. Growth Strategy: Positioning for The Post-Pandemic Economy
  • The Artisan Global Equity Team has positioned the portfolio for the post-pandemic economy—identifying growth opportunities related to increased infrastructure spending, rebounding end markets, changing consumer behavior, increasing semiconductor complexity and applications, and mounting efforts to reduce greenhouse gas emissions.
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  • Regulatory Risks in China: Sorting Signal From Noise
  • Artisan Partners portfolio manager Tiffany Hsiao shares her take on recent regulatory changes in China—and how those changes impact investment opportunities.
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  • ESGandMe: In Our DNA—Investing With an Innate Consideration for ESG
  • 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.
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  • The Evolution of Investing—Artisan Partners Sustainable Emerging Markets Team
  • The Artisan Partners Sustainable Emerging Markets Team’s experience, continuity and diversity has helped it stay true to its core beliefs while evolving its investment process—evidence that sustainability is the capacity to endure.
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2021 Update
  • Analysts Meagan Nace and Chen Gu recently reviewed the Sustainable Emerging Markets strategy’s second quarter. They discussed the pandemic in EM, notable developments in China and strategy positioning changes.
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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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  • Where We Are Finding Growth—The Global Transition to a Sustainable Energy Economy
  • The Artisan Growth Team believes the world is in the early stages of a meaningful mix shift from hydrocarbon-based energy to renewables-powered energy enabled by improving economics, social awareness and increasing regulatory pressures. These dynamics have enabled the team to uncover several profit cycle opportunities.
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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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  • 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.
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  • 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.
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  • 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.
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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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  • China’s Expanding Investment Landscape
  • Artisan China Post-Venture portfolio manager Tiffany Hsiao discusses the current possibilities available to perceptive investors in China and considerations for navigating this market.
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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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  • Rezo Kanovich: Two Years at Artisan Partners
  • 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.
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  • Investing in The Ongoing Secular Shift to Electronic Payments
  • Artisan Partners Global Equity Team analyst Steve Foundos discusses the secular shift toward electronic payments.
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  • 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.
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  • Artisan Partners Global Value Team Fourth Quarter 2020 Update
  • Artisan Partners Global Value Team portfolio manager Dan O'Keefe discusses portfolio positioning and the current market environment.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Sustainable Competitive Advantages
  • 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.
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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
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • Emerging Long-Term Growth Themes
  • 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.
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  • Invaluable Insights 2021
  • 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.
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  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2020 Update
  • 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.
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  • The Acceleration in Technological Disruption
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how technological revolutions since the 1959 invention of the semiconductor have led to today’s era of cloud computing.
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  • The Golden Age of Software
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how software-as-a-service models are capturing the lion’s share of economic value in technology value chains.
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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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  • Innovations in Energy Efficiency and Data Center Operations
  • Artisan Partners Global Equity Team analyst Nik Legetic discusses the team’s environmental theme including its building efficiency and data centers sub-themes.
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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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  • Artisan Sustainable Emerging Markets Strategy Third Quarter 2020 Update
  • Portfolio manager Maria Negrete-Gruson and analyst Jessica Lin recently discussed the Sustainable Emerging Markets strategy’s noteworthy third quarter. They examined accelerating trends in emerging markets amid the ongoing pandemic.
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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
  • Sustainable Emerging Markets team portfolio manager Maria Negrete-Gruson recently served as the keynote speaker at the exclusive SecureFutures Conference where she shared insights on ESG investing in emerging markets. Non-profit SecureFutures empowers students through financial literacy.
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  • Identifying Long-Term Tailwinds in Health Care and Technology
  • Portfolio manager Rezo Kanovich discusses the compelling opportunities in health care and technology.
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  • Managing Unique Risks of International Small- and Mid-Cap Equities
  • Portfolio manager Rezo Kanovich discusses the team’s risk management process.
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  • How We Define Quality Businesses
  • Portfolio manager Rezo Kanovich discusses how the team defines quality.
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  • Finding Sustainable Growth in Financial Exchanges
  • Portfolio manager Mark Yockey discusses where he is finding growth.
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  • Lifelong Passion for Portfolio Management
  • Portfolio manager Mark Yockey explains why his competitive nature has served him well throughout his career.
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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
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman discusses the economic constraints he sees in emerging markets economies.
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  • Foundational Approach to Risk Management
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman describes his approach to risk management.
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  • Passport Companies
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
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  • Why China Stands Alone in an Emerging Markets Context
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman explains what sets China apart from other emerging markets economies.
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  • Value Driven vs. Valuation Driven
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
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  • Portfolio Evolution: Value Proposition, Five Years In
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the portfolio’s value proposition.
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2020 Update
  • Portfolio manager Maria Negrete-Gruson and analyst Meagan Nace recently discussed the Sustainable Emerging Markets strategy’s remarkable second quarter. They explain how sustainability means endurance and where they see attractive opportunities amid the current crisis.
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  • Antero Peak Strategy Second Quarter 2020 Update
  • Portfolio Manager Chris Smith discusses the market backdrop and the team’s continued ability to optimize and manage risk within the portfolio.
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  • Build, Preserve and Reinforce: Investing in the Developing World
  • Lewis Kaufman, portfolio manager of Artisan Developing World Strategy will discuss his team’s investment process, portfolio positioning, where he is finding the most attractive opportunities and the current market environment.
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  • Artisan Sustainable Emerging Markets Strategy First Quarter 2020 Update
  • Portfolio Manager Maria Negrete-Gruson discusses the investing environment, portfolio performance and positioning, and where the team is finding opportunities.
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  • Artisan Partners Global Value Team First Quarter 2020 Update
  • Artisan Partners Global Value Team portfolio manager Dan O'Keefe and team discuss recent performance, portfolio positioning and where the team is finding the most attractive opportunities.
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  • Antero Peak Strategy First Quarter 2020 Update
  • Portfolio manager Chris Smith discusses the Antero Peak Group's unique approach to capitalizing on multi-year thematic trends.
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  • Value Investing With Legends Podcast featuring David Samra
  • International Value team portfolio manager David Samra has a passion for value investing. He recently sat down with Tano Santos, the David L. and Elsie M. Dodd Professor of Finance at the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, to discuss David’s career and the past, present and future of value investing.
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  • The Meb Faber Show Podcast featuring David Samra
  • International Value team portfolio manager David Samra was interviewed on the Meb Faber Show to discuss value investing in today’s market environment.
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  • Our ESG Journey
  • The Growth team shares its recently developed two-stage framework designed to incorporate ESG factors into the team’s investment process.
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  • The Case for Value in Today’s Market
  • The case for value is not just about finding high-quality companies at discounted prices; it’s also about avoiding the herding, trend-following and crowded trades that can raise risks and lower returns for investors.
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  • Risk Awareness and Downside Protection
  • After witnessing firsthand two massive market corrections, portfolio manager Tom Reynolds discusses his acute focus on risk management and downside protection.
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  • Can Countries Improve Their Corporate Governance Practices?
  • Artisan Partners International Value Team Portfolio Manager David Samra discusses whether he believes countries can improve their corporate governance standards over time.
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  • The Impact of Negative Rates and Passive Investing
  • Global Value team portfolio manager Dan O’Keefe discusses the impact of passive investing on price discovery.
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  • Identifying Long-Term Opportunities in the International Small-Mid Universe
  • Portfolio manager Rezo Kanovich explains why a long-term investment horizon and a contrarian view are cornerstones of his team’s approach.
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  • Enhancing Fundamental Research With Analytical Tools
  • In addition to rigorous bottom-up research, Antero Peak Group portfolio manager Chris Smith leverages a slew of analytical tools to eliminate subjectivity and manage risk.
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  • The Case for International Small Caps
  • Investors may be overlooking the substantial universe of international small-cap stocks—an asset class that has historically provided attractive risk-adjusted returns, faster growth potential and diversification benefits. In addition, in this less-efficient market, active managers have increased opportunity to generate value-added results.
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  • What Will Be Emerging Markets’ Next Evolution?
  • As emerging market economies evolve, so do the most attractive long-term investments. The Artisan Partners Sustainable Emerging Markets Team discusses where investors should look for new opportunities.
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  • Accounting for Country Risk Over Time
  • Country risk assessments must be as dynamic as the countries they measure. The Artisan Partners Sustainable Emerging Markets Team elaborates on how it factors country risk into its investment process.
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  • How Globalization and Global Trade Impact Emerging Markets
  • Adaptation is imperative for emerging markets companies. Portfolio manager Maria Negrete-Gruson shares why she believes globalization inevitably leads to readjustment.
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  • ESG in Emerging Markets: A Differentiated Perspective
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson discusses her team’s differentiated perspective on identifying ESG opportunities in emerging economies.
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  • A Forward-Looking Approach to Sustainability
  • Portfolio Manager Maria Negrete-Gruson explains how the sustainability of a company's earnings goes hand-in-hand with its environmental, social and corporate governance factors.
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  • Data and the IoT
  • Antero Peak Group portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).
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  • Corporate Governance Considerations in Emerging Markets
  • Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.
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  • Are Negative Screens Valuable in Emerging Markets Investing?
  • Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.
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  • What Makes EM a Compelling Asset Class?
  • Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.
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  • The Artisan Difference
  • Antero Peak Group portfolio manager Chris Smith explains why Artisan Partners is the right place for his team.
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  • Thematic Idea Generation
  • Antero Peak Group portfolio manager Chris Smith discusses his team's thematic approach to idea generation.
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  • What Sustainability Means to Us
  • Sustainable Emerging Markets portfolio manager Maria Negrete-Gruson discusses what sustainability means to her and her team, and how they apply it to their investing process.
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  • Investing in the Automobile of the Future
  • Portfolio Manager Rezo Kanovich discusses the massive changes occurring in the automobile industry related to electrification and the evolution of the autonomous driving features, as well as the potential winners that may emerge.
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  • Country-Specific Risk in Emerging Markets
  • Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.
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  • The Outlook for Shifting Dynamics of Emerging Markets Firms
  • It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.
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  • How Geopolitics Matters to Emerging Markets
  • Surging populism and nationalism are altering the global trade regime. And it’s likely to be a prolonged disruption. The firms willing and able to acknowledge and prepare for these changes are best positioned to thrive in this rapidly changing environment.
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  • Managing Bouts of Volatility
  • Bouts of volatility can strain financial markets, especially in emerging economies. But this volatility is a feature of EM investing, not a bug, and to EM investors it represents the best prospects for higher long-term growth.
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  • 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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  • Where We Are Finding Growth—Health Care Innovation
  • The Artisan Partners Growth Team shares its views on the evolution of the health care industry, and opportunities it is finding in harnessing this trend.
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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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  • 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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  • Where We Are Finding Growth—Industrial Process Innovation
  • Artisan Partners Growth Team discusses the opportunities it sees as firms increasingly invest in industrial automation and “smart” robots.
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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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