Showing 1 - 20 of 75 results
  • 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.
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  • Artisan Partners Growth Team—2020 Annual Sustainability Report
  • 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.
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  • Why China Now?
  • Artisan Partners portfolio manager Tiffany Hsiao discusses the opportunity set in China and what she believes makes it unique today.
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  • Rezo Kanovich: Two Years at Artisan Partners
  • 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.
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  • 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.
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  • Investing in The Ongoing Secular Shift to Electronic Payments
  • Artisan Partners Global Equity Team analyst Steve Foundos discusses the secular shift toward electronic payments.
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  • Sustainable Competitive Advantages
  • 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.
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  • Emerging Long-Term Growth Themes
  • 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.
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  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • Opportunities in Health Care
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • 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.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Invaluable Insights 2021
  • 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.
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  • 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.
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  • The Acceleration in Technological Disruption
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how technological revolutions since the 1959 invention of the semiconductor have led to today’s era of cloud computing.
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  • The Golden Age of Software
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how software-as-a-service models are capturing the lion’s share of economic value in technology value chains.
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