Artisan Global Equity Fund Second Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity fund's second quarter performance and how the portfolio is positioned for post-pandemic opportunities in light of potential COVID variants.
Artisan International Fund: Positioning for The Post-Pandemic Economy
The Artisan Global Equity Team has positioned the portfolio for the post-pandemic economy—identifying growth opportunities related to increased infrastructure spending, rebounding end markets, changing consumer behavior, increasing semiconductor complexity and applications, and mounting efforts to reduce greenhouse gas emissions.
ESGandMe: In Our DNA—Investing With an Innate Consideration for ESG
In the absence of industry consensus, investors continue their search for effective methods of ESG evaluation. Portfolio manager Rezo Kanovich shares the team’s idiosyncratic approach to ESG that has long been integral to the team’s research and decision-making processes.
Peak Insights: Building Blocks of a Modern Network
Antero Peak Group Analyst Noel Culhane discusses major shifts occurring in the computing industry over the next five-plus years and what he believes to be the building blocks of a 21st-century network.
Peak Insights: An Exclusive Conversation with Chris Smith and Agilent Technologies
Antero Peak Group Portfolio Manager Chris Smith recently joined Agilent Technologies CFO Bob McMahon to discuss how increased investment in research and development is advancing bleeding edge life science tools and technologies.
Where We Are Finding Growth—The Global Transition to a Sustainable Energy Economy
The Artisan Growth Team believes the world is in the early stages of a meaningful mix shift from hydrocarbon-based energy to renewables-powered energy enabled by improving economics, social awareness and increasing regulatory pressures. These dynamics have enabled the team to uncover several profit cycle opportunities.
Artisan Global Equity Fund First Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity fund's first quarter performance and how it is positioning itself for opportunities in a post-pandemic world.
The Artisan Partners Growth Team explores its overall philosophy and process for incorporating ESG factors into its bottom-up fundamental approach to investing, as well as some highlights around its efforts in 2020 in this inaugural sustainability report.
As Artisan Partners marks two years of Rezo Kanovich’s leadership as portfolio manager of the Artisan International Small-Mid Fund, it’s an opportune time to review the team’s distinct approach to investing in this attractive asset class and the portfolio’s strong risk-adjusted returns during this time period.
The Secular Drivers in The Financial Exchanges Industry
Artisan Partners Global Equity Team analyst Steve Foundos discusses the unique characteristics of financial exchanges that make for highly visible, long-term growth profiles.
Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss emerging growth opportunities in the areas of health care, energy efficiency and emissions reduction.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
Artisan Partners Global Value Team lead portfolio manager Dan O’Keefe recently joined another lively conversation among legendary value investors to discuss and debate the challenges of managing portfolios during a pandemic.
Mark Yockey on Keeping It Simple and Focusing on What Matters
A lot of growth managers are growth at any price, whereas we are growth at a reasonable price. We sell things when we think the valuation no longer reflects the underlying fundamentals.
