• 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.
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  • 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.
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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—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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