Showing 1 - 20 of 183 results
  • Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
  • Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
  • Listen Now
  • The Case for Small Cap Optimism
  • For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
  • View PDF
  • Artisan Partners Credit Team Fourth Quarter 2023 Update
  • Artisan Partners Credit Team reviews the prior quarter’s events in leveraged credit markets and presents potential areas of opportunity.
  • Listen Now
  • Artisan Partners Developing World Team Fourth 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.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on an eventful year for emerging markets, summarizes her portfolio’s strong 2023 performance and explains what excites her heading into 2024.
  • Watch Now
  • Antero Peak Group Fourth 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.
  • Listen Now
  • Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
  • Learn how the Artisan Global Unconstrained Strategy is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
  • View PDF
  • Value Income: Designed to Generate Sustainable and Premium Income
  • Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Strategy’s dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
  • Watch Now
  • Forbes—Top Ideas from the Invest For Kids Conference
  • Forbes spotlighted Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, who presented at the Invest for Kids event in Chicago this October.
  • View PDF
  • Risk Management and Resilient Growth: Two Sides of the Same Coin
  • Find out how managing risk and building resilient portfolios go hand in hand.
  • View PDF
  • The Semiconductor Opportunity: Artificial Intelligence
  • Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
  • Watch Now
  • The Semiconductor Opportunity: Electric Vehicles
  • Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
  • Watch Now
  • Investing in Health Care: Beyond the Buzzwords
  • Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
  • View PDF
  • Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
  • Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
  • Watch Now
  • Barron’s—This International Investing Pro Sees Value in Consumer Stocks
  • Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
  • View PDF
  • Artisan Developing World Investor Day 2023
  • Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
  • Watch Now