Showing 1 - 20 of 90 results
  • Artisan Partners Growth Team—2020 Annual Sustainability Report
  • The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
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  • China’s Expanding Investment Landscape
  • Artisan China Post-Venture portfolio manager Tiffany Hsiao discusses the current possibilities available to perceptive investors in China and considerations for navigating this market.
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  • Why China Now?
  • Artisan Partners portfolio manager Tiffany Hsiao discusses the opportunity set in China and what she believes makes it unique today.
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  • Rezo Kanovich: Two Years at Artisan Partners
  • As Artisan Partners marks two years of Rezo Kanovich’s leadership as portfolio manager, it’s an opportune time to review the team’s distinct approach to investing in this attractive asset class and the portfolio’s strong risk-adjusted returns during this time period.
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  • Investing in The Ongoing Secular Shift to Electronic Payments
  • Artisan Partners Global Equity Team analyst Steve Foundos discusses the secular shift toward electronic payments.
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  • The Secular Drivers in The Financial Exchanges Industry
  • Artisan Partners Global Equity Team analyst Steve Foundos discusses the unique characteristics of financial exchanges that make for highly visible, long-term growth profiles.
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  • Artisan Partners Global Value Team Fourth Quarter 2020 Update
  • Artisan Partners Global Value Team portfolio manager Dan O'Keefe discusses portfolio positioning and the current market environment.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Sustainable Competitive Advantages
  • Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
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  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
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  • Opportunities in Health Care
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • Emerging Long-Term Growth Themes
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss emerging growth opportunities in the areas of health care, energy efficiency and emissions reduction.
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  • Invaluable Insights 2021
  • Artisan Partners Global Value Team lead portfolio manager Dan O’Keefe recently joined another lively conversation among legendary value investors to discuss and debate the challenges of managing portfolios during a pandemic.
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  • Mark Yockey on Keeping It Simple and Focusing on What Matters
  • A lot of growth managers are growth at any price, whereas we are growth at a reasonable price. We sell things when we think the valuation no longer reflects the underlying fundamentals.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2020 Update
  • Artisan Partners Sustainable Emerging Markets Team portfolio manager Maria Negrete-Gruson reviewed the Sustainable Emerging Markets strategy’s solid fourth quarter. She also discussed China, a possible sector rotation and her perspective for 2021.
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