Showing 21 - 40 of 155 results
  • 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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  • Credit Team Investor Update—Q3 2023
  • Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • International Small-Mid Fund Investor Update—Q3 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.
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  • Developing World Team Investor Update—Q3 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—Q3 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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  • Artisan Partners U.S. Value Team: An ESG Framework
  • As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
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  • Building a Resilient Future with Industrial Gas
  • Find out how industrial gas leaders are capitalizing on beneficial industry dynamics to deliver both short- and long-term opportunities for investors.
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  • Better, Safer, Cheaper Value Investing
  • Portfolio Managers Craig Inman and Dan Kane discuss the team’s three criteria required to make an investment.
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  • Peak Insights: Aerospace—Consolidated Secular Growth
  • The Antero Peak Group explains why it believes Aerospace is poised for an industry-wide inflection.
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  • Growth Team 5 in 5: Consumer Opportunities in the Current Environment
  • Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
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  • International Small-Mid Fund Investor Update—Q2 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.
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  • Credit Team Investor Update—Q2 2023
  • Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Fund, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
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  • Antero Peak Group Investor Update—Q2 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
  • Developing World Team Investor Update—Q2 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