Showing 61 - 80 of 95 results
  • 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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