Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
Mutual Fund Observer—Artisan and the Emerging Markets Debt Universe
Artisan Partners EMsights Capital Group’s Lead Portfolio Manager Michael Cirami sits down with Mutual Fund Observer to discuss the case for emerging markets debt and the benefits of investing beyond the benchmark.
The Wall Street Transcript—Small Cap Fund Managers Travel the Globe, Kick the Tires
The Artisan International Explorer Fund is not an asset class or factor exposure. Rather, co-portfolio managers Beini Zhou and Anand Vasagiri explain how owning a collection of idiosyncratic businesses and the benefit of time travel can help generate alpha over time without taking undue risks.
Barron’s—This International Investing Pro Sees Value in Consumer Stocks
Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
Mutual Fund Observer—Artisan International Explorer Fund
Artisan Partners International Explorer Fund offers experienced active management to investors looking to maximize the potential for exceptional gains in one of the most inefficient corners of the market. It also provides exposure to a product that embodies the investing philosophy and discipline of Artisan International Value Team Lead Portfolio Manager David Samra.
CNBC Squawk Box Europe Interview feat. Dan O’Keefe
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
CNBC—An Interview with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
CNBC—This Winning Fund Puts a Spin on Emerging Markets Investing With Bets From Nvidia to Chinese Spirits
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman explains his approach to constructing a portfolio with differentiated emerging markets exposure.
The Wall Street Transcript—Exploiting Inefficiencies in the Emerging Market Debt Space
Artisan Partners EMsights Capital Group portfolio manager Michael Cirami discusses limitations of traditional emerging markets debt benchmarks and where the team finds opportunities.
Investment Week—Freedom is Key for Growth and Sustainability: EM Debt Investors Should Pay Attention
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses how assessing a country's rule of law and economic and political freedoms can uncover unique investment opportunities in emerging markets.
Investing Across the Credit Spectrum Podcast feat. Bryan Krug
Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
Mutual Fund Observer—An Interview with Lewis Kaufman, Founding Portfolio Manager of the Artisan Developing World Fund
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman reflects on the current state of emerging markets investing and discusses the unique opportunity set for a disciplined investor.
Citywire—David Samra Talks Cash, Currency and Stocks
In this Q&A with Citywire’s John Cumarianos, Lead Portfolio Manager David Samra talks about the philosophy underpinning his stellar track record, his approach to cash and currency exposure, and a few stocks he finds attractive.