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.




Market Overview & Opportunity Set


Artisan Global Unconstrained Strategy Performance & Positioning


Artisan Emerging Markets Debt Opportunities Strategy Performance & Positioning


Artisan Emerging Markets Local Opportunities Strategy Performance & Positioning

This audio recording should be reviewed in conjunction with the accompanying slide presentation. Access “Slides” to view.

This investor update represents the views and opinions of Michael Cirami and Sarah Orvin as of 30 April 2024, which are based on current market conditions and are subject to change without notice. While the information contained herein is believed to be reliable, there is no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

*Clarification: The Emerging Market Local Opportunities Strategy outperformed the J.P. Morgan GBI-EM Global Diversified Index by 355 basis points since inception gross of fees. 

Past performance does not guarantee future results. Current and future holdings are subject to risk.