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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
