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.
Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
The Case for Global Mid-Cap Stocks—The Ideal Intersection of Quality and Growth
Mid-cap companies often exhibit a combination of characteristics that can make for good investments. Portfolio Manager Jason White discusses how the Global Discovery Strategy applies the growth team’s time-tested investment philosophy and process, an unconstrained market cap mandate and broad global reach to enhance the team’s mid-cap investing capabilities.
Sustainable Investing Through an Emerging Markets Lens
Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy discuss portfolio positioning, where the team is finding the most attractive opportunities across bonds and leveraged loans, and the current market environment.
Artisan Partners EMsights Capital Group First Quarter 2022 Update
Michael Cirami, founder and lead portfolio manager of our newest autonomous investment team, Artisan Partners EMsights Capital Group, will introduce the team's investment philosophy and process and its strategies.
Artisan Developing World Strategy First 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 Sustainable Emerging Markets Strategy First Quarter 2022 Update
Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s first quarter, the implications of Russia’s invasion of Ukraine and how the team’s experience and process help it navigate crises.
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.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Portfolio Manager Rezo Kanovich shares how the team's focus on business model durability and flexible management teams has benefited investors over the last three years.
Sustainable Investing in Emerging Markets: 2021 Report
The Artisan Partners Sustainable Emerging Markets team describes its evolving approach to ESG, how companies are aligning profits with progress and its 2021 corporate engagement activities.
China's entrepreneurs have forged new ground in areas such as solar energy production, battery storage and greener transportation systems. Portfolio Manager Tiffany Hsiao discusses China's policy framework for renewable energy and where she sees innovation from a bottom-up perspective.
The Sweet Spot: Balancing Risk and Reward in Biopharma Investing
Artisan Partners Global Equity Team members discuss how the identification of major de-risking events in biopharma can help put risk/reward in their favor.
Artisan Partners Global Value Team lead Portfolio Manager Dan O’Keefe joined another lively conversation among legendary value investors to discuss investing opportunities and challenges in the current environment.
Gurpreet Pal, Sustainable Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
Artisan Non-U.S. Small-Mid portfolio manager Rezo Kanovich discusses the software industry’s rapidly shifting dynamics and shares the team’s nuanced approached to identifying high-quality companies in the space.
Artisan Developing World Strategy Fourth Quarter 2021 Update
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
