Showing 41 - 60 of 91 results
  • 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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