Regulatory Risks in China: Sorting Signal From Noise
Artisan Partners portfolio manager Tiffany Hsiao shares her take on recent regulatory changes in China—and how those changes impact investment opportunities.
ESGandMe: In Our DNA—Investing With an Innate Consideration for ESG
In the absence of industry consensus, investors continue their search for effective methods of ESG evaluation. Portfolio manager Rezo Kanovich shares the team’s idiosyncratic approach to ESG that has long been integral to the team’s research and decision-making processes.
The Evolution of Investing—Artisan Partners Sustainable Emerging Markets Team
The Artisan Partners Sustainable Emerging Markets Team’s experience, continuity and diversity has helped it stay true to its core beliefs while evolving its investment process—evidence that sustainability is the capacity to endure.
Artisan Sustainable Emerging Markets Strategy Second Quarter 2021 Update
Analysts Meagan Nace and Chen Gu recently reviewed the Sustainable Emerging Markets strategy’s second quarter. They discussed the pandemic in EM, notable developments in China and strategy positioning changes.
Peak Insights: Building Blocks of a Modern Network
Antero Peak Group Analyst Noel Culhane discusses major shifts occurring in the computing industry over the next five-plus years and what he believes to be the building blocks of a 21st-century network.
Peak Insights: An Exclusive Conversation with Chris Smith and Agilent Technologies
Antero Peak Group Portfolio Manager Chris Smith recently joined Agilent Technologies CFO Bob McMahon to discuss how increased investment in research and development is advancing bleeding edge life science tools and technologies.
Where We Are Finding Growth—The Global Transition to a Sustainable Energy Economy
The team believes the world is in the early stages of a meaningful mix shift from hydrocarbon-based energy to renewables-powered energy enabled by improving economics, social awareness and increasing regulatory pressures. These dynamics have enabled the team to uncover several profit cycle opportunities.
Artisan Partners CEO Eric Colson leads a conversation with Bryan Krug and Chris Smith, portfolio managers of Artisan Partners boutiques with established alternative investment strategies.
Artisan Global Equity Strategy First Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity strategy’s first quarter performance and how it is positioning itself for opportunities in a post-pandemic world.
Artisan Sustainable Emerging Markets Strategy First Quarter 2021 Update
Analyst Meagan Nace recently discussed the uncertain investment environment, several new portfolio positions, the team’s differentiated approach to sustainability in EM and challenging conditions in Brazil.
Sustainable Investing in Emerging Markets: 2020 Report
The Artisan Partners Sustainable Emerging Markets team shares its inaugural sustainability report which describes the team’s integrated approach to ESG, recent analysis enhancements and engagement activities in 2020.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
Artisan China Post-Venture portfolio manager Tiffany Hsiao discusses the current possibilities available to perceptive investors in China and considerations for navigating this market.
As Artisan Partners marks two years of Rezo Kanovich’s leadership as portfolio manager, it’s an opportune time to review the team’s distinct approach to investing in this attractive asset class and the portfolio’s strong risk-adjusted returns during this time period.
The Secular Drivers in The Financial Exchanges Industry
Artisan Partners Global Equity Team analyst Steve Foundos discusses the unique characteristics of financial exchanges that make for highly visible, long-term growth profiles.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
