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.
The Global Equity team discusses the disruptive innovations occurring within its identified themes of e-commerce, mobile, digital payments, IoT and big data.
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.
Portfolio managers Jim Hamel and Jason White discuss the challenge Amazon poses to traditional retailers and where they’re finding compelling opportunities.
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.
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.
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.
Portfolio manager Dan Kane discusses the team's thoughts on the current market environment, and where they are finding attractive investment opportunities.
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.
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.
