Showing 1 - 20 of 154 results
  • The Case for Small Cap Optimism
  • For much of the last decade, small-cap stocks have underperformed their large-cap counterparts. Learn why our portfolio managers are optimistic about the forward outlook of the asset class from here.
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  • Credit Team Investor Update—Q4 2023
  • Artisan Partners Credit Team reviews the prior quarter’s events in leveraged credit markets and presents potential areas of opportunity.
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  • Developing World Team Investor Update—Q4 2023
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Antero Peak Group Investor Update—Q4 2023
  • Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
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  • Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
  • Learn how the Artisan Global Unconstrained Fund is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
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  • Value Income: Designed to Generate Sustainable and Premium Income
  • Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Fund's dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
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  • Risk Management and Resilient Growth: Two Sides of the Same Coin
  • Find out how managing risk and building resilient portfolios go hand in hand.
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  • The Semiconductor Opportunity: Artificial Intelligence
  • Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
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  • The Semiconductor Opportunity: Electric Vehicles
  • Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
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  • Investing in Health Care: Beyond the Buzzwords
  • Portfolio Manager Rezo Kanovich identifies important tailwinds driving structural growth in health care and presenting long-term opportunities to compound returns.
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  • Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
  • Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Fund.
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  • Artisan Developing World Investor Day 2023
  • Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
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  • Artisan Global Discovery Fund: The Intersection of Quality and Growth
  • Listen as Jason White, portfolio manager of the Artisan Global Discovery Fund, describes the reason why the team launched this fund and why they believe it may be a compelling option for investors.
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  • Global Value Team Investor Update—Q3 2023
  • Mike McKinnon, portfolio manager of the Artisan Global Value Fund and Artisan Select Equity Fund, discusses portfolio positioning and the current market environment.
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  • Consumer Sector Spotlight: e-commerce
  • After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
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  • US Mid-Cap Equities: A Forgotten Allocation
  • Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
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