ESGandMe: Examining the Natural Integration Available to Long-Term Thematic Investors
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.
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.
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.
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.
The Long-Term Underpinnings in The Chinese Life Insurance Market
AIA, a Pan-Asian insurer, looks well positioned for increasing life insurance demand in China, according to Artisan Partners Global Equity Team analyst Claudia Corra.
Innovations in Energy Efficiency and Data Center Operations
Artisan Partners Global Equity Team analyst Nik Legetic discusses the team’s environmental theme including its building efficiency and data centers sub-themes.
Peak Insights: An Exclusive Conversation with Chris Smith and Fidelity National Information Services (FIS)
Antero Peak Group portfolio manager Chris Smith recently joined FIS Chairman, President and CEO Gary Norcross to discuss the evolving role of technology in the payments and banking industries.
