Showing 1 - 20 of 155 results
  • Drilling Deep
  • Portfolio Manager Anand Vasagiri explains the depth of due diligence required for investing in non-US small caps and how an experienced practitioner can leverage idiosyncrasies to generate alpha.
  • Watch Now
  • Frog Kissing
  • Portfolio Manager Beini Zhou on the genesis of Artisan International Explorer, inefficiencies in non-US small cap, and what it takes to uncover alpha.
  • Watch Now
  • Peak Insights: HBM Opportunity Within Memory
  • The Antero Peak Group outlines why the emergence of AI presents growth opportunities for High Bandwidth Memory and an upcoming paradigm shift in the DRAM market.
  • View PDF
  • EMsights Capital Group Investor Update—Q4 2023
  • Michael Cirami, portfolio manager of the EMsights Capital Group, provides an overview of the current market environment, discusses portfolio positioning and expands on where the team sees opportunities in the coming periods.
  • Listen Now
  • Accelerating Value at VINY with David Samra
  • Lead Portfolio Manager David Samra spoke recently at the Value Investor New York Conference about the extraordinary opportunity UBS was able to capitalize on when it acquired Credit Suisse in 2023.
  • Watch Now
  • Value Root Canal
  • What is a Value Root Canal and how is one conducted to optimal effect? At the December 2023 Value Invest New York Conference, Artisan International Explorer portfolio managers Beini Zhou and Anand Vasagiri demonstrated how painless and precise the process can be with the right tools and practitioners.
  • Watch Now
  • International Small-Mid Fund Investor Update—Q4 2023
  • Rezo Kanovich, portfolio manager of Artisan International Small-Mid Fund, discusses portfolio performance and positioning and where the team is finding the most attractive long-term opportunities.
  • Listen Now
  • 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.
  • View PDF
  • 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.
  • Listen Now
  • 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.
  • Listen Now
  • 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.
  • Listen Now
  • 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.
  • View PDF
  • 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.
  • Watch Now
  • Risk Management and Resilient Growth: Two Sides of the Same Coin
  • Find out how managing risk and building resilient portfolios go hand in hand.
  • View PDF
  • 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.
  • Watch Now
  • 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.
  • Watch Now