• Reemergence of Earnings Growth
  • Portfolio manager Maria Negrete-Gruson discusses a key inflection point the team has identified in the profitability of several emerging markets companies.
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  • Video Update—Hunting Profit Cycles
  • Portfolio manager Matt Kamm discusses how the team takes a scientific approach to unearthing compelling profit cycles.
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  • 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.
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  • 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.
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  • Video Update—Embracing Volatility
  • Portfolio manager Jim Hamel discusses how the Growth team approaches market volatility.
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  • Video Update—Finding Growth in Health Care
  • Portfolio manager Matt Kamm discusses how a changing regulatory landscape impacts growth opportunities within health care.
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  • 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.
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  • Video Update—The Role of Valuation
  • Portfolio manager Jason White discusses current valuations and how that impacts the team's search for long-term profit growth.
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  • 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.
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  • 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.
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  • Video Update—George Sertl, U.S. Value Team
  • Portfolio manager George Sertl walks through the team's perspectives on the energy sector, and explains the drivers of portfolio positioning.
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  • 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.
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  • The Case for Large Caps
  • Portfolio manager George Sertl discusses where the team is finding attractive investment opportunities in Artisan Value Fund.
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  • Identifying Growth Opportunities in Financials
  • Growth Team portfolio managers Jim Hamel and Craigh Cepukenas discuss their recent views on the financials sector.
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  • Beyond Borders—Capturing Emerging Markets Growth via Multinationals
  • Artisan Partners Global Equity Team discusses companies they believe offer attractive exposure to emerging markets demand.
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  • 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.
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