Artisan Global Discovery Fund celebrates 3-year anniversary. The Fund’s highly flexible portfolio of companies represents some of the team’s best ideas across the global economy and is a natural extension of the team’s long-held belief that mid-cap companies represent an investing sweet spot.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains how he aims to identify companies best able to transcend the constraints facing emerging markets.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
Lewis Kaufman, founding portfolio manager of the Artisan Developing World Fund, and his team mark their first five years at Artisan successfully navigating the constraints of emerging markets.
Uncovering Value in a Time of International Crisis
International Value team portfolio manager David Samra recently joined Evermore Global portfolio manager David Marcus and Columbia Business school’s Prof. Tano Santos for a virtual conversation about international value investing.
The Global Equity team celebrates 25 years at Artisan Partners this year, and Artisan Global Equity Fund marks its 10-year anniversary with a solid long-term track record of value-added performance.
Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value investors to discuss and debate the current challenges facing portfolio managers.
Bryan Krug, portfolio manager of Artisan High Income Fund discusses portfolio positioning, where the team is finding the most attractive opportunities in the current market environment.
Maintaining a Long-Term Orientation Amid Heightened Volatility
Rezo Kanovich, portfolio manager for the Artisan International Small-Mid Fund, discusses the team’s steadfast commitment to its investment philosophy focused on idiosyncratically driven investments and a long-term orientation during these times of heightened volatility.
Artisan Partners Global Equity Team offers an update on how it is navigating volatility in global equity markets and why it believes the portfolios are well positioned for this environment.
Daniel J. O’Keefe, lead portfolio manager and founding partner of the Artisan Partners Global Value Team, discusses disciplined value investing during stock market routs, avoiding behavioral pitfalls, identifying widening discounts and building long-term value.
