Showing 1 - 20 of 102 results
  • A Time-Tested Approach to Finding Sustainable Growth
  • The Artisan Partners Global Equity team believes its continued focus on high-quality growth companies and commitment to its investment process have been key ingredients to Artisan Global Equity strategy’s long-term track record of alpha generation and its ability to add value in both up and down markets.
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  • 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.
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  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Third Quarter 2021 Update
  • Portfolio Manager Maria Negrete-Gruson, CFA, recently reviewed the Sustainable Emerging Markets strategy’s third quarter and outlined challenges faced by emerging markets, China and India exposures, as well as strategy positioning changes.
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  • Artisan Developing World Strategy Third Quarter 2021 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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  • China’s Economic Blueprint
  • What drives regulation in China? Tiffany Hsiao, Portfolio Manager for the Artisan China Post-Venture Strategy, discusses how China’s five-year plan impacts policy, as well as where she sees opportunities for long-term investors.
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  • Assigning Multiples to Chinese Equities
  • Amid heightened market volatility, bottom-up stock selection is key. Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, shares her views on ADRs, regulatory risks and finding competitive moats among innovative companies in China.
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  • Artisan Global Equity Strategy Second Quarter 2021 Update
  • Artisan Partners Global Equity Team members discuss the Global Equity strategy's second quarter performance and how the portfolio is positioned for post-pandemic opportunities in light of potential COVID variants.
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  • Artisan Non-U.S. Growth Strategy: Positioning for The Post-Pandemic Economy
  • The Artisan Global Equity Team has positioned the portfolio for the post-pandemic economy—identifying growth opportunities related to increased infrastructure spending, rebounding end markets, changing consumer behavior, increasing semiconductor complexity and applications, and mounting efforts to reduce greenhouse gas emissions.
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  • Regulatory Risks in China: Sorting Signal From Noise
  • Artisan Partners portfolio manager Tiffany Hsiao shares her take on recent regulatory changes in China—and how those changes impact investment opportunities.
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  • 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.
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  • The Evolution of Investing—Artisan Partners Sustainable Emerging Markets Team
  • The Artisan Partners Sustainable Emerging Markets Team’s experience, continuity and diversity has helped it stay true to its core beliefs while evolving its investment process—evidence that sustainability is the capacity to endure.
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2021 Update
  • Analysts Meagan Nace and Chen Gu recently reviewed the Sustainable Emerging Markets strategy’s second quarter. They discussed the pandemic in EM, notable developments in China and strategy positioning changes.
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  • 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.
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  • 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.
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  • Where We Are Finding Growth—The Global Transition to a Sustainable Energy Economy
  • The Artisan Growth Team believes the world is in the early stages of a meaningful mix shift from hydrocarbon-based energy to renewables-powered energy enabled by improving economics, social awareness and increasing regulatory pressures. These dynamics have enabled the team to uncover several profit cycle opportunities.
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