Showing 101 - 120 of 188 results
  • Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
  • Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
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  • Artisan Partners EMsights Capital Group Third Quarter 2022 Update
  • Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
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  • Artisan Sustainable Emerging Markets Strategy Third Quarter 2022 Update
  • Analyst Meagan Nace, CFA, recently reviewed the Sustainable Emerging Markets Strategy’s third quarter, highlighting a handful of holdings the team is optimistic about, despite headwinds in emerging markets.
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  • Artisan Developing World Strategy Third Quarter 2022 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 Third Quarter 2022 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 Partners Credit Team Third Quarter 2022 Update
  • Bryan Krug and Seth Yeager, co-portfolio managers of the Artisan High Income Strategy and Artisan Floating Rate Strategy, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Insights into China’s Consumers
  • China’s millennials wield considerable spending power, even amid a slowing global economy. Portfolio Managers Tiffany Hsiao and Yuanyuan Ji discuss where they are finding growth in one of the world’s largest consumer marketplaces.
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  • Finding Growth in Uncertain Times
  • Given the market volatility over the past two years, many investors may want to take a closer look at their equity holdings. Learn how the Artisan Partners Global Equity Team finds growth in today’s environment.
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  • Artisan Developing World Strategy Second Quarter 2022 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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  • Artisan Partners EMsights Capital Group Second Quarter 2022 Update
  • Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
  • Listen Now
  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2022 Update
  • Analyst Nicolas Rodriguez-Brizuela, recently reviewed the Sustainable Emerging Markets strategy’s second quarter, highlighted a few attractive off-benchmark positions and reflected on what he learned from his EM travels during the quarter.
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  • Antero Peak Group Second Quarter 2022 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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  • Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
  • Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
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  • Navigating Today’s Market Environment
  • In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
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  • Sustainable Investing Through an Emerging Markets Lens
  • Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
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  • Artisan International Value Strategy: The Case for Investing Outside the US
  • International Value team lead portfolio manager David Samra shares why he believes there is a tremendous opportunity set outside the US for investors.
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  • Artisan Partners Growth Team—2021 Annual Sustainability Report
  • 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.
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  • 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.
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  • China's New Energy Future
  • 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.
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  • An Analyst's Approach to Valuation
  • 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.
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