• An Analyst's Approach to Valuation
  • Gurpreet Pal, Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
  • View PDF
  • Disruptive Innovation Creates Opportunities
  • The Global Equity team discusses the disruptive innovations occurring within its identified themes of e-commerce, mobile, digital payments, IoT and big data.
  • View PDF
  • Impact of Tax Reform on High Yield Markets
  • Artisan Partners Credit Team provides insight on the US tax reform bill passed in December which created a number of sweeping changes to the tax code, including a reduced corporate tax rate along with modifications to a number of existing credits and deductions.
  • View PDF
  • The Amazon Effect, or How 2-1=3
  • The Global Value team discusses a major disruptive force in retail (and beyond), and the opportunities that can create in the value space.
  • View PDF
  • 10-Year Anniversary—Artisan Global Value Fund
  • The Global Value team celebrates 10 years of its Global Value Fund.
  • View PDF
  • Why Global Discovery
  • The Growth Team discusses the genesis of its newest strategy and how it will differ from the other strategies the team manages.
  • View PDF
  • Finding Retail Opportunities in the Age of Amazon
  • Portfolio managers Jim Hamel and Jason White discuss the challenge Amazon poses to traditional retailers and where they’re finding compelling opportunities.
  • View PDF
  • A Scientific Approach to Identifying Profit Cycles
  • Portfolio managers Jim Hamel, Matt Kamm, Craigh Cepukenas and Jason White discuss their approach to identifying compelling potential growth opportunities and how they aim to make that process as scientific and repeatable as possible.
  • View PDF
  • Reemergence of Earnings Growth
  • Meagan Nace and Maria Negrete-Gruson of the Artisan Partners Emerging Markets Team discuss a key inflection point the team has identified in the profitability of several emerging markets companies.
  • View PDF
  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
  • Watch Now
  • Video Update—Broadening Growth World
  • Portfolio managers Matt Kamm and Jim Hamel discuss the potential impact of faster US and global economic growth on their portfolios.
  • Watch Now
  • Video Update—Core Financials Are Investible Again
  • Portfolio managers Jim Hamel and Matt Kamm discuss why they believe core financials are investible again, and where within the sector they're finding growth opportunities.
  • Watch Now
  • Video Update—Embracing Volatility
  • Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.
  • Watch Now
  • Video Update—Internal Change as a Growth Catalyst
  • Portfolio manager Jason White discusses how internal change catalysts can be a powerful driver of profit growth.
  • Watch Now
  • Video Update—Dan Kane, U.S. Value Team
  • Portfolio manager Dan Kane discusses the team's thoughts on the current market environment, and where they are finding attractive investment opportunities.
  • Watch Now
  • Video Update—Jim Kieffer, U.S. Value Team
  • Portfolio manager Jim Kieffer explains common bad investing habits and why the team believes a benchmark-agnostic approach matters.
  • Watch Now
  • 3-Year Anniversary—Artisan High Income Fund
  • Artisan Partners Credit Team believes building a portfolio with an attractive risk-adjusted return profile is key to long-term success in the asset class.
  • View PDF
  • Identifying Growth Opportunities in Financials
  • Growth Team portfolio managers Jim Hamel and Craigh Cepukenas discuss their recent views on the financials sector.
  • View PDF
  • Beyond Borders—Capturing Emerging Markets Growth via Multinationals
  • Artisan Partners Global Equity Team discusses companies they believe offer attractive exposure to emerging markets demand.
  • View PDF
  • Video Update—Mark Yockey, Global Equity Team
  • Portfolio manager Mark Yockey reviews his team’s investment process and discusses some of the global secular themes that are driving the team’s fundamental stock picks. As of 13 Jun 2013.
  • Watch Now