Showing 21 - 40 of 188 results
  • Forbes—Top Ideas from the Invest For Kids Conference
  • Forbes spotlighted Tiffany Hsiao, portfolio manager for the Artisan China Post-Venture Strategy, who presented at the Invest for Kids event in Chicago this October.
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  • Risk Management and Resilient Growth: Two Sides of the Same Coin
  • Find out how managing risk and building resilient portfolios go hand in hand.
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  • The Semiconductor Opportunity: Artificial Intelligence
  • Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
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  • The Semiconductor Opportunity: Electric Vehicles
  • Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
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  • Investing in Health Care: Beyond the Buzzwords
  • Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
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  • Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
  • Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
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  • Barron’s—This International Investing Pro Sees Value in Consumer Stocks
  • Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
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  • Artisan Developing World Investor Day 2023
  • Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
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  • Artisan Global Discovery Strategy: The Intersection of Quality and Growth
  • Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
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  • Consumer Sector Spotlight: e-commerce
  • After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
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  • US Mid-Cap Equities: A Forgotten Allocation
  • Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
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  • Deconstructing Alpha Podcast feat. Bryan Krug
  • Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
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  • Artisan Partners Credit Team Third Quarter 2023 Update
  • Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Uncertainty in Emerging Markets with Michael Cirami
  • Michael Cirami, portfolio manager of EMsights Capital Group, joins Philip Chao on the Tao of Chao podcast to share how uncertainty in global markets today frames his thinking about investing in emerging market debt.
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  • Artisan Partners Developing World Team Third Quarter 2023 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 Sustainable Emerging Markets Strategy Third Quarter 2023 Update
  • Portfolio Manager Maria Negrete-Gruson and Analyst Chen Gu recently reviewed the third quarter performance of the Sustainable Emerging Markets Strategy. They discussed the challenges in Asia and the opportunities ahead in a rapidly changing macroeconomic environment.
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  • The JRo Show feat. Dan O'Keefe
  • The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
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  • Antero Peak Group Third Quarter 2023 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 U.S. Value Team: An ESG Framework
  • As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
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  • Artificial Intelligence Progress Report
  • In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
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