Artisan Value Income Fund—An Equity Income Alternative
The Artisan Partners U.S. Value team believes that there is a strong case for equity income. The Artisan Value Income Fund seeks a total return from a combination of income plus capital appreciation in an opportunistic, unconventional manner that is highly differentiated versus the peer group and aims to capitalize on mispriced opportunities across the capital structure.
Peak Insights: An Exclusive Conversation with Chris Smith and Canadian Pacific Railway
Antero Peak Group Portfolio Manager Chris Smith recently joined Canadian Pacific’s EVP and CFO Nadeem Velani to discuss the shift towards domestic supply chains and how the railroads are positioned to dramatically expand their reach.
In a recent exclusive conversation, key members of the Growth team discussed their highest conviction secular growth trends, top ideas and how they are sticking to their time-tested investment process to navigate this challenging market environment.
Inflationary pressure is being felt around the world. What are some of the driving forces and the implications for equity investors? Portfolio Manager Dan O’Keefe shares his perspective on the current investment landscape, ESG considerations, and where he is finding opportunities at the Artisan Partners Investment Forum 2022 in New York City.
The Case for Global Mid-Cap Stocks—The Ideal Intersection of Quality and Growth
Mid-cap companies often exhibit a combination of characteristics that can make for good investments. Portfolio Manager Jason White discusses how the Global Discovery Fund applies the growth team’s time-tested investment philosophy and process, an unconstrained market cap mandate and broad global reach to enhance the team’s mid-cap investing capabilities.
Sustainable Investing Through an Emerging Markets Lens
Portfolio Manager Maria Negrete-Gruson, CFA and Analyst Meagan Nace, CFA discuss their bottom-up approach to sustainable investing in emerging markets.
The Artisan Focus Fund recently celebrated its five-year milestone. The team credits the results to their repeatable and disciplined investment framework which is founded in identifying inflection points and proactive risk management.
2021 marked the third year of the Artisan Partners Growth Team's ESG journey. Knowledge development and engagement were two key initiatives, and the team discusses them in this second annual report.
Portfolio Manager Rezo Kanovich shares how the team's focus on business model durability and flexible management teams has benefited investors over the last three years.
Artisan Partners Global Value Team lead Portfolio Manager Dan O’Keefe joined another lively conversation among legendary value investors to discuss investing opportunities and challenges in the current environment.
Gurpreet Pal, Sustainable Emerging Markets Team Analyst, discusses the team’s differentiated approach to valuations—particularly as it relates to areas the market generally views as overvalued.
Artisan Partners International Small-Mid portfolio manager Rezo Kanovich discusses the software industry’s rapidly shifting dynamics and shares the team’s nuanced approached to identifying high-quality companies in the space.
Artisan Global Equity Fund Third Quarter 2021 Update
Artisan Partners Global Equity Team members discuss the Global Equity Fund's third quarter performance and the growing opportunity in the global logistics sector.
Peak Insights: An Exclusive Conversation with Chris Smith and Analog Devices
Antero Peak Group Portfolio Manager Chris Smith recently joined Analog Devices’ President and CEO Vincent Roche to discuss the tectonic shifts happening in the new era of computing and how semiconductor companies are poised to benefit from the increased demand.
Punching Above Their Weight Class: High Value-Added Bottlenecks
High value-added bottlenecks are a cornerstone of the Artisan International Small-Mid Fund. Portfolio Manager Rezo Kanovich shares how high value-added bottlenecks’ resilient business models and sustainable pricing power lead to long-term investment opportunities.
