50 Leading Women in Hedge Funds 2022 feat. Tiffany Hsiao
Congratulations to Artisan China Post-Venture Strategy portfolio manager Tiffany Hsiao for being recognized as one of the “50 Leading Women in Hedge Funds” by The Hedge Fund Journal.
Growth stocks are going through a re-shuffle. High-multiple asset-light tech stocks with far-off earnings are out. Reasonably priced growth stocks with unique assets, structural advantages and consistent near-term cash flows are in. Co-Portfolio Manager Andrew Euretig discusses how increased capital investments in infrastructure and the environment have played a powerful supporting role for some of the companies the team invests in.
Artisan Non-U.S. Small-Mid Growth Strategy portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
The Artisan Partners China Post-Venture Team discusses its view of the direction of economic policy in China, as well as its potential impact on innovative sectors.
Artisan International Explorer Strategy Third Quarter 2022 Update
Artisan International Explorer Strategy Co-Portfolio Managers Beini Zhou and Anand Vasagiri discuss the team’s investment approach and where they are uncovering opportunities in the non-US small cap space.
Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
Artisan Partners EMsights Capital Group Third Quarter 2022 Update
Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
Artisan Sustainable Emerging Markets Strategy Third Quarter 2022 Update
Analyst Meagan Nace, CFA, recently reviewed the Sustainable Emerging Markets Strategy’s third quarter, highlighting a handful of holdings the team is optimistic about, despite headwinds in emerging markets.
Artisan Developing World Strategy Third Quarter 2022 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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.
Artisan Partners Credit Team Third Quarter 2022 Update
Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
China’s millennials wield considerable spending power, even amid a slowing global economy. Portfolio Managers Tiffany Hsiao and Yuanyuan Ji discuss where they are finding growth in one of the world’s largest consumer marketplaces.
Given the market volatility over the past two years, many investors may want to take a closer look at their equity holdings. Learn how the Artisan Partners Global Equity Team finds growth in today’s environment.
The Credit Opportunities Strategy recently celebrated its five-year milestone. Since the strategy’s inception, the Credit team has navigated a changing landscape by capitalizing on mispricings across the capital structure.
Artisan Developing World Strategy Second Quarter 2022 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Artisan Partners EMsights Capital Group Second Quarter 2022 Update
Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
Artisan Sustainable Emerging Markets Strategy Second Quarter 2022 Update
Analyst Nicolas Rodriguez-Brizuela, CFA, recently reviewed the Sustainable Emerging Markets strategy’s second quarter, highlighted a few attractive off-benchmark positions and reflected on what he learned from his EM travels during the quarter.
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.
Artisan Value Income Strategy—An Equity Income Alternative
The Artisan Partners U.S. Value team believes that there is a strong case for equity income. The Artisan Value Income Strategy seeks a total return from a combination of income plus capital appreciation in an opportunistic, unconventional manner that is highly differentiated versus the peer group and aims to capitalize on mispriced opportunities across the capital structure.
The Antero Peak Strategy recently celebrated its five-year milestone. The team credits the results to their repeatable and disciplined investment framework which is founded in identifying inflection points and proactive risk management.
