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.
Artisan Partners Developing World Team Fourth Quarter 2023 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Portfolio Manager Maria Negrete-Gruson, CFA, looks back on an eventful year for emerging markets, summarizes her portfolio’s strong 2023 performance and explains what excites her heading into 2024.
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.
Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
Learn how the Artisan Global Unconstrained Strategy is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
Value Income: Designed to Generate Sustainable and Premium Income
Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Strategy’s dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
Forbes—Top Ideas from the Invest For Kids Conference
Forbes spotlighted Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, who presented at the Invest for Kids event in Chicago this October.
The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
Barron’s—This International Investing Pro Sees Value in Consumer Stocks
Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
Artisan Global Discovery Strategy: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
Artisan Partners Credit Team Third Quarter 2023 Update
Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
