Showing 1 - 20 of 148 results
  • Antero Peak Group Fourth 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 Sustainable Emerging Markets Strategy Fourth Quarter 2022 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, looks back on a challenging year for emerging markets, summarizes her portfolio’s fourth quarter performance and explains what excites her heading into 2023.
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  • Through a Looking Glass: Artisan Emerging Markets Debt Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Debt Opportunities Strategy.
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  • Investing in New Frontiers — A Smart Alternative: Artisan Global Unconstrained Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Global Unconstrained Strategy.
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  • Traversing the Globe: Artisan Emerging Markets Local Opportunities Strategy
  • The Artisan Partners EMsights Capital Group provides background on the Artisan Emerging Markets Local Opportunities Strategy.
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  • China's Health Care Landscape
  • The Artisan China Post-Venture team discusses where they are seeing the most interesting opportunities in Chinese health care today and some of the risks investors should be mindful of when looking at these types of businesses.
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  • Resiliency Through the Cycle 2022 Review
  • Lead Portfolio Manager Mark Yockey discusses investment themes and holdings that proved resilient in 2022 for the Artisan Partners Global Equity Team.
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  • Insurance Broker Delivers the Perfect Policy for Growth
  • Senior Research Analyst Claudia Corra describes the resilient qualities of the insurance brokerage industry, how it is able to grow margins and cash flow even in inflationary times, and how one company stands out from the crowd.
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  • Value Income Series: An Equity Income Focus
  • Portfolio Manager Craig Inman shares the team’s excitement around creating an equity income portfolio through the Artisan Value Income Strategy.
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  • Value Income Series: The Genesis of Value Income
  • Portfolio Manager Tom Reynolds discusses how cross-asset experience and the unique culture at Artisan Partners led to the creation of the Artisan Value Income Strategy.
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  • Value Income Series: Flexibility to Invest in Different Parts of The Capital Structure
  • Portfolio Manager Craig Inman shares how the team sees multiple opportunities to invest in different areas of the capital structure.
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  • Value Income Series: A Non-Formulaic Approach to Dividend Investing
  • Portfolio Manager Daniel Kane explains how the team’s non-formulaic approach allows for long-term flexibility.
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  • Value Income Series: Assessing Relative Value across The Capital Structure
  • Portfolio Manager Tom Reynolds compares yield on debt vs. yield on dividends and shares how the team evaluates the most attractive place to be.
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  • Value Income Series: Our Criteria for Position Sizing
  • Portfolio Manager Daniel Kane explains how the team sizes positions within the Artisan Value Income Strategy using its three margin of safety criteria and by assessing a company’s capital structure and free cash flow generation.
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  • 50 Leading Women in Hedge Funds 2022 feat. Tiffany Hsiao
  • Congratulations to Artisan China Post-Venture Strategy portfolio manager Tiffany Hsiao for being recognized as one of the “50 Leading Women in Hedge Funds” by The Hedge Fund Journal.
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  • Resiliency Through the Cycle
  • Growth stocks are going through a re-shuffle. High-multiple asset-light tech stocks with far-off earnings are out. Reasonably priced growth stocks with unique assets, structural advantages and consistent near-term cash flows are in. Co-Portfolio Manager Andrew Euretig discusses how increased capital investments in infrastructure and the environment have played a powerful supporting role for some of the companies the team invests in.
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