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.
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.
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.
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.
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 Global Discovery Strategy: A Best Ideas, Global Growth Portfolio
The Growth team explains key attributes of the Artisan Global Discovery Strategy, a highly flexible portfolio representing some of the team's best ideas across the global economy.
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.
Peak Insights: Building Blocks of a Modern Network
Antero Peak Group Analyst Noel Culhane discusses major shifts occurring in the computing industry over the next five-plus years and what he believes to be the building blocks of a 21st-century network.
Peak Insights: An Exclusive Conversation with Chris Smith and Agilent Technologies
Antero Peak Group Portfolio Manager Chris Smith recently joined Agilent Technologies CFO Bob McMahon to discuss how increased investment in research and development is advancing bleeding edge life science tools and technologies.
Artisan Partners CEO Eric Colson leads a conversation with Bryan Krug and Chris Smith, portfolio managers of Artisan Partners boutiques with established alternative investment strategies.
Sustainable Investing in Emerging Markets: 2020 Report
The Artisan Partners Sustainable Emerging Markets team shares its inaugural sustainability report which describes the team’s integrated approach to ESG, recent analysis enhancements and engagement activities in 2020.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
