Showing 1 - 20 of 68 results
  • Business Model Emphasis: Scalability
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman discusses the economic constraints he sees in emerging markets economies.
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  • Value Driven vs. Valuation Driven
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
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  • Portfolio Evolution: Value Proposition, Five Years In
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the portfolio’s value proposition.
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  • Passport Companies
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
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  • Foundational Approach to Risk Management
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman describes his approach to risk management.
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  • Why China Stands Alone in an Emerging Markets Context
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman explains what sets China apart from other emerging markets economies.
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  • 5-Year Anniversary—Artisan Developing World Fund
  • 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.
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  • 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.
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  • 10-Year Anniversary—Artisan Global Equity Fund
  • 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.
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  • 3-Year Anniversary—Artisan Focus Fund
  • Artisan Focus Fund celebrates 3-year anniversary.
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  • Invaluable Insights 2020
  • 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.
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  • High Income Fund Investor Update—14 Apr 2020
  • 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.
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  • 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.
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  • Navigating Volatility in Global Equity Markets
  • 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.
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  • Emerging Markets Positioning and Opportunities Amid Market Volatility
  • Maria Negrete-Gruson, portfolio manager and founding partner of the Artisan Partners Sustainable Emerging Markets Team, discusses investing amid dramatic volatility, identifying opportunities and long-term investment implications.
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  • Disciplined Value Investing in Volatile Times
  • 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.
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