Showing 161 - 180 of 188 results
  • 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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  • 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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  • 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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  • 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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  • The Critical Importance of Travel
  • In an age of readily available digital data, does travel still provide worthwhile investing insights? Artisan Sustainable Emerging Markets team shares its take on the role travel plays in its approach to finding sustainable growth opportunities in emerging markets.
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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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  • Thematic Idea Generation
  • Antero Peak Group portfolio manager Chris Smith discusses his team's thematic approach to idea generation.
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  • Country-Specific Risk in Emerging Markets
  • Nicolas Rodriguez-Brizuela and Meagan Nace, analysts on the Artisan Partners Sustainable Emerging Markets Team, discuss the team's approach to evaluating country-specific risk factors across emerging markets.
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  • The Outlook for Shifting Dynamics of Emerging Markets Firms
  • It’s a mistake to consider emerging markets investing as merely a leveraged bet on developed markets. As bottom-up stock pickers, the key is finding companies that can compete and grow even when the global economic winds are not at their back.
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