Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s fourth quarter and e-commerce holdings, as well as headwinds and reasons for optimism entering 2022.
Citywire—'A Lot of True Active Management Got Diluted'
Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
Artisan Global Equity Strategy Third Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity Strategy’s third quarter performance and the growing opportunity in the global logistics sector.
Amid market volatility, China remains an attractive economic growth story. Portfolio Manager Tiffany Hsiao shares her outlook for China’s economy and where she is finding innovation in the marketplace.
A Time-Tested Approach to Finding Sustainable Growth
The Artisan Partners Global Equity team believes its continued focus on high-quality growth companies and commitment to its investment process have been key ingredients to Artisan Global Equity strategy’s long-term track record of alpha generation and its ability to add value in both up and down markets.
Peak Insights: An Exclusive Conversation with Chris Smith and Analog Devices
Antero Peak Group Portfolio Manager Chris Smith recently joined Analog Devices’ President and CEO Vincent Roche to discuss the tectonic shifts happening in the new era of computing and how semiconductor companies are poised to benefit from the increased demand.
Punching Above Their Weight Class: High Value-Added Bottlenecks
High value-added bottlenecks are a cornerstone of the Artisan Non-U.S. Small-Mid Growth Strategy. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
Artisan Sustainable Emerging Markets Strategy Third Quarter 2021 Update
Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s third quarter and outlined challenges faced by emerging markets, China and India exposures, as well as strategy positioning changes.
Artisan Developing World Strategy Third 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.
What drives regulation in China? Tiffany Hsiao, Portfolio Manager for the Artisan China Post-Venture Strategy, discusses how China’s five-year plan impacts policy, as well as where she sees opportunities for long-term investors.
Amid heightened market volatility, bottom-up stock selection is key. Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, shares her views on ADRs, regulatory risks and finding competitive moats among innovative companies in China.
Artisan Global Equity Strategy Second Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity strategy's second quarter performance and how the portfolio is positioned for post-pandemic opportunities in light of potential COVID variants.
Artisan Non-U.S. Growth Strategy: Positioning for The Post-Pandemic Economy
The Artisan Global Equity Team has positioned the portfolio for the post-pandemic economy—identifying growth opportunities related to increased infrastructure spending, rebounding end markets, changing consumer behavior, increasing semiconductor complexity and applications, and mounting efforts to reduce greenhouse gas emissions.
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.
