Artisan Sustainable Emerging Markets Strategy First Quarter 2024 Update
Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the first quarter performance of the Sustainable Emerging Markets Strategy. They discuss the challenges in China, the opportunities in the semiconductor industry, and some of Maria’s findings while traveling the Middle East.
Artisan Global Unconstrained Strategy: Celebrating Two Years
The EMsights Capital Group recently celebrated the two-year anniversary of the Artisan Global Unconstrained Strategy, a flexible strategy designed to adapt to a wide range of market and economic conditions.
The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
The Strategic and Tactical Case for Global Smaller Caps
The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
Peak Insights: An Exclusive Conversation with Chris Smith and DraftKings
Antero Peak Group Portfolio Manager Chris Smith recently joined DraftKings’ CEO and Co-founder Jason Robins to discuss the growth of Online Sports Betting and iGaming and how DraftKings’ “secret sauce” has helped separate it from its competition.
Research Analyst Rosa Vazquez discusses how the investment team finds good businesses trading at discounted prices and reviews a recent investment example from the aerospace industry.
Sustainable Investing in Emerging Markets: 2023 Report
The Artisan Partners Sustainable Emerging Markets Team describes its commitment to advancing sustainability through active engagement during a rather tumultuous year for emerging markets.
After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
Artisan Non-U.S. Growth Strategy: Navigating International Markets in 2024
Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
Portfolio Manager Anand Vasagiri explains the depth of due diligence required for investing in non-US small caps and how an experienced practitioner can leverage idiosyncrasies to generate alpha.
The Antero Peak Group outlines why the emergence of AI presents growth opportunities for High Bandwidth Memory and an upcoming paradigm shift in the DRAM market.
Artisan International Explorer Strategy: A Three-Year Reflection
Beini Zhou and Anand Vasagiri reflect on the three-year anniversary of their return to Artisan Partners with the goal of generating alpha, not asset class or factor exposure.
Artisan Partners EMsights Capital Group Fourth Quarter 2023 Update
Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Lead Portfolio Manager David Samra spoke recently at the Value Investor New York Conference about the extraordinary opportunity UBS was able to capitalize on when it acquired Credit Suisse in 2023.
What is a Value Root Canal and how is one conducted to optimal effect? At the December 2023 Value Invest New York Conference, Artisan International Explorer portfolio managers Beini Zhou and Anand Vasagiri demonstrated how painless and precise the process can be with the right tools and practitioners.
Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
