Showing 41 - 60 of 188 results
  • Building a Resilient Future with Industrial Gas
  • Find out how industrial gas leaders are capitalizing on beneficial industry dynamics to deliver both short- and long-term opportunities for investors.
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  • Better, Safer, Cheaper Value Investing
  • Portfolio Managers Craig Inman and Dan Kane discuss the team’s three criteria required to make an investment.
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  • Bloomberg Markets Today feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
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  • Uncovering Value Through an Opportunistic Approach
  • The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
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  • CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
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  • Peak Insights: Aerospace—Consolidated Secular Growth
  • The Antero Peak Group explains why it believes Aerospace is poised for an industry-wide inflection.
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  • Growth Team 5 in 5: Consumer Opportunities in the Current Environment
  • Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
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  • Generating Alpha in Today’s Emerging Markets
  • Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
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  • CNBC Squawk Box Europe Interview feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
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  • Artisan Partners Credit Team Second Quarter 2023 Update
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Artisan Partners Developing World Team Second 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.
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  • Antero Peak Group Second Quarter 2023 Update
  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets Strategy's second quarter, emphasizing the drivers behind the portfolio's outperformance and the importance of stock selection in navigating uncertain macroeconomic conditions.
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  • U.S. Value 2023 Investment Forum Replay
  • Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman discuss their favorite market mania moments of the past few years and how they relate to the opportunities markets create for value investors.
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  • From Epidemic to Opportunity: Investing in Obesity Treatments
  • The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
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  • Peak Insights: Liquidity—A Major Driving Force for Markets
  • The Antero Peak Group examines the relationship between overall liquidity and market direction.
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  • A Differentiated Approach to Investing Globally
  • Speaking from the Artisan Partners Investment Forum, Portfolio Manager Mark Yockey highlights the key themes and resilient growth opportunities that he and the team are investing in.
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  • Pipelines for Resilient Growth
  • Innovation and drug platforms are driving resilience in biopharma. Research Analyst Navdeep ("Nav") Singh of the Artisan Global Equity Team shares his latest insights on the industry and how the team’s newest holdings are changing the world.
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  • CNBC—An Interview with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
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  • Citywire Interview: Top European Stocks in Portfolio
  • Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
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