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.
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.
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.
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.
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.
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.
Morningstar Investment Conference 2023 Featuring Dan O’Keefe
What is the case for investing outside the US? Is investing in emerging markets worth the risk? Lead portfolio manager Dan O'Keefe explored these and other important topics facing investors today, in a thought-provoking panel discussion during the Morningstar Investment Conference 2023.
Peak Insights: An Artificial Intelligence Revolution
Chris Smith, portfolio manager of the Antero Peak Group, discusses the next tectonic shift in the computing paradigm and identifies where the team finds opportunities across the tech stack and within the semiconductor space.
Investing Across the Credit Spectrum Podcast feat. Bryan Krug
Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
Artisan Partners EMsights Capital Group First Quarter 2023 Update
Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
Artisan Partners Credit Team First 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.
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.
Artisan Partners Developing World Team First 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.
Artisan Sustainable Emerging Markets Strategy First Quarter 2023 Update
Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a volatile quarter for emerging markets, summarizes her portfolio’s first quarter performance and identifies what she believes will be drivers of alpha moving forward.
Sustainable Investing in Emerging Markets: 2022 Report
The Artisan Partners Sustainable Emerging Markets Team describes its unique approach to sustainability, its 2022 corporate engagement activities and the resilience of emerging markets companies.
The Artisan Partners Growth Team explores the impacts of consolidation, reduced cyclicality and content growth in the semiconductor industry and shares where the team is uncovering opportunities.
