Showing 1 - 20 of 95 results
  • 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.
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  • MarketWatch—Opinion: These 2 Oil Stocks Look Cheap Now Because of Their ‘ESG Discount’—But Maybe Not For Long
  • Artisan Partners Global Value Team lead portfolio manager Dan O’Keefe discusses unique opportunities in the energy sector.
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  • Value Investor Insight—Picture of Health
  • Matt Kamm, portfolio manager for the Artisan Partners Growth Team, discusses where he is finding opportunities in today’s healthcare sector.
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  • Evercore Wealth Management—Independent Thinking Newsletter: Q&A with David Samra
  • Artisan Partners International Value Team Portfolio Manager David Samra shares his highly researched approach to value investing amid a volatile global environment.
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  • The Wall Street Transcript—Acceleration and Differentiation Are Keys to Outperforming the S&P
  • Artisan Partners Antero Peak Group portfolio manager Chris Smith discusses key investment themes and what to expect in the volatile periods to come.
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  • Deconstructing Alpha Podcast feat. Rezo Kanovich
  • Artisan International Small-Mid Fund portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
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  • Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
  • Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
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  • Investment Strategy—'We are not single-outcome investors': The value perspective in difficult market conditions
  • Artisan Partners U.S. Value Team Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman explain how periods of market volatility can present unique investment opportunities.
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  • Citywire Selector—'I’ve Had Zero Days Off': Inside EMD Veteran Cirami’s Boutique Switch
  • Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses his transition to Artisan Partners, approach to investing and where he sees opportunities in the emerging markets.
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  • Citywire—'A Lot of True Active Management Got Diluted'
  • Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
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  • Citywire—Artisan's Dan O’Keefe: 'Growth versus value is a false dichotomy'
  • Artisan Partners Global Value Team Portfolio Manager Dan O’Keefe explains his approach to value investing and discusses where he's finding investment opportunities.
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  • Citywire—'It’s Not Illegal To Be a Monopoly'
  • Artisan Partners Global Value Team Portfolio Manager Dan O’Keefe discusses important regulatory risks to consider when investing in technology businesses in the US versus China.
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  • Citywire Selector—Artisan Partners Launches Post-Venture China Strategy for Tiffany Hsiao
  • Artisan Partners portfolio manager Tiffany Hsiao explains her process for finding next-generation disruptors in the post-venture space.
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  • Citywire Selector—Triple-Plated Process Taps Solid Emerging Potential
  • Lewis Kaufman, Artisan Partners Developing World founding Portfolio Manager, is listed among Citywire Selector’s Top 10 Euro Stars.
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  • Business Insider—Investing in China: Star PM Shares Three Sector Picks Amid Innovation Boom
  • Artisan Partners portfolio manager Tiffany Hsiao explains why investors should capture the untapped alpha and uncorrelated growth of China
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  • Motley Fool Live featuring Jason White
  • Artisan Partners Growth Team portfolio manager Jason White recently sat down with The Motley Fool senior analyst John Rotonti to discuss the Growth team’s investment philosophy and process.
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  • The Wall Street Transcript—Hunting for Value: Better, Safer, Cheaper
  • Artisan Partners U.S. Value Team portfolio manager Tom Reynolds discusses his approach to identifying companies with margins of safety and attractive risk-reward profiles, trading at undemanding valuations.
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  • Yahoo Finance Live—Semiconductors Are the New Oil
  • Artisan Partners portfolio manager Tiffany Hsiao recently joined Akiko Fujita and Zack Guzman on Yahoo Finance Live to discuss what she finds compelling about the opportunities ahead of China’s technology sector.
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  • Institutional Investor—Finding Innovation and Value Everywhere
  • As the Global Equity team marked its 25th anniversary and 10 years of the Global Equity Fund, Mark Yockey, the team’s founding portfolio manager was featured in Institutional Investor magazine to discuss the team’s time-tested approach to identifying companies exhibiting sustainable growth, current opportunities in Europe and Asia and their emerging energy efficiency portfolio theme.
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  • Value Investor Insight—Investor Insight: Christopher Smith
  • Chris Smith, founding portfolio manager of Antero Peak Group, discusses the quantifiable and objective nature of the team’s approach, while expanding on areas of opportunity in a COVID-disrupted world.
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