Showing 1 - 20 of 119 results
  • Antero Peak Group Second 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 Value Income Strategy—An Equity Income Alternative
  • The Artisan Partners U.S. Value team believes that there is a strong case for equity income. The Artisan Value Income Strategy seeks a total return from a combination of income plus capital appreciation in an opportunistic, unconventional manner that is highly differentiated versus the peer group and aims to capitalize on mispriced opportunities across the capital structure.
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  • Antero Peak Strategy Five-Year Anniversary
  • The Antero Peak Strategy recently celebrated its five-year milestone. The team credits the results to their repeatable and disciplined investment framework which is founded in identifying inflection points and proactive risk management.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
  • Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
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  • Navigating Today’s Market Environment
  • In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
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  • The Case for Global Mid-Cap Stocks—The Ideal Intersection of Quality and Growth
  • Mid-cap companies often exhibit a combination of characteristics that can make for good investments. Portfolio Manager Jason White discusses how the Global Discovery Strategy applies the growth team’s time-tested investment philosophy and process, an unconstrained market cap mandate and broad global reach to enhance the team’s mid-cap investing capabilities.
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  • Sustainable Investing Through an Emerging Markets Lens
  • Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
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  • Artisan Credit Team Investor Update—19 May 2022
  • Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy discuss portfolio positioning, where the team is finding the most attractive opportunities across bonds and leveraged loans, and the current market environment.
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  • Artisan International Value Strategy: The Case for Investing Outside the US
  • International Value team lead portfolio manager David Samra shares why he believes there is a tremendous opportunity set outside the US for investors.
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  • Artisan Partners EMsights Capital Group First Quarter 2022 Update
  • Michael Cirami, founder and lead portfolio manager of our newest autonomous investment team, Artisan Partners EMsights Capital Group, will introduce the team's investment philosophy and process and its strategies.
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  • Artisan Developing World Strategy First Quarter 2022 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 Sustainable Emerging Markets Strategy First Quarter 2022 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s first quarter, the implications of Russia’s invasion of Ukraine and how the team’s experience and process help it navigate crises.
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  • 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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