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.
Artisan Partners portfolio manager Tiffany Hsiao recently joined Akiko Fujita and Zack Guzman on Yahoo Finance Live to discuss what she finds compelling about the opportunities ahead of China’s technology sector.
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.
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.
The Long-Term Underpinnings in The Chinese Life Insurance Market
AIA, a Pan-Asian insurer, looks well positioned for increasing life insurance demand in China, according to Artisan Partners Global Equity Team analyst Claudia Corra.
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.
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.
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.
Antero Peak Group portfolio manager Christopher Smith reflects on his three years at Artisan Partners and discusses his thematic approach and disciplined framework for idea generation.
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.
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.
3-Year Anniversary—Artisan Global Discovery Strategy
Artisan Global Discovery Strategy celebrates 3-year anniversary. The Strategy's highly flexible portfolio of companies represents some of the team’s best ideas across the global economy and is a natural extension of the team’s long-held belief that mid-cap companies represent an investing sweet spot.
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.
