Portfolio Manager Commentaries

Recent in-depth articles on a variety of topics from Artisan Partners Portfolio Managers.
  • Dissecting Dispersion: Uncovering Opportunities in a Bifurcated Market
  • As investor risk tolerance wanes and bouts of volatility become more frequent, growing dispersion is an opportunity to strategically invest. The Artisan Partners Credit Team believes its portfolio is well-tailored to succeed in this environment.
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  • Value in Tech Stocks
  • Can tech companies be suitable additions to value-style portfolios? The Artisan Partners U.S. Value Team thinks so. When mature, cash-producing, industry-leading juggernauts fall out of favor, opportunity presents itself.
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  • The Case for Value
  • The case for value is a case for prudence, moderation and balance, particularly in a market driven by momentum, excess and imbalance. Investors should consider maintaining value style exposure, especially when it seems most out of favor.
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  • Where We Are Finding Growth—Transforming How We Work
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  • Where We Are Finding Growth—Health Care Innovation
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Recent in-depth articles and videos featuring Artisan Partners Portfolio Managers.
  • Maintaining a Long-Term Orientation Amid Heightened Volatility
  • Rezo Kanovich, portfolio manager for the Artisan International Small-Mid Fund, discusses the team’s steadfast commitment to its investment philosophy focused on idiosyncratically driven investments and a long-term orientation during these times of heightened volatility.
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  • Navigating Volatility in Global Equity Markets
  • Artisan Partners Global Equity Team offers an update on how it is navigating volatility in global equity markets and why it believes the portfolios are well positioned for this environment.
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  • Emerging Markets Positioning and Opportunities Amid Market Volatility
  • Maria Negrete-Gruson, portfolio manager and founding partner of the Artisan Partners Sustainable Emerging Markets Team, discusses investing amid dramatic volatility, identifying opportunities and long-term investment implications.
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  • Disciplined Value Investing in Volatile Times
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  • Volatility Creates High Yield Opportunity
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  • Thoughts on Recent Market Volatility and Our Portfolio Positioning
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  • Value Investing With Legends Podcast featuring David Samra
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