Showing 1 - 20 of 87 results
  • Why China Now?
  • Artisan Partners portfolio manager Tiffany Hsiao discusses the opportunity set in China and what she believes makes it unique today.
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  • 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.
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  • Investing in The Ongoing Secular Shift to Electronic Payments
  • Artisan Partners Global Equity Team analyst Steve Foundos discusses the secular shift toward electronic payments.
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  • Artisan Partners Global Value Team Fourth Quarter 2020 Update
  • Artisan Partners Global Value Team portfolio manager Dan O'Keefe discusses portfolio positioning and the current market environment.
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  • Sustainable Competitive Advantages
  • 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.
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  • Emerging Long-Term Growth Themes
  • 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.
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  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • Opportunities in Health Care
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • 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.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Invaluable Insights 2021
  • 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.
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  • Artisan Sustainable Emerging Markets Strategy Fourth Quarter 2020 Update
  • Artisan Partners Sustainable Emerging Markets Team portfolio manager Maria Negrete-Gruson reviewed the Sustainable Emerging Markets strategy’s solid fourth quarter. She also discussed China, a possible sector rotation and her perspective for 2021.
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  • Yahoo Finance Live—Semiconductors Are the New Oil
  • Artisan Partners portfolio manager Tiffany Hsiao recently joined Akiko Fujita and Zack Guzman on Yahoo Finance Live to discuss what she finds compelling about the opportunities ahead of China’s technology sector.
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  • The Acceleration in Technological Disruption
  • 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.
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  • The Golden Age of Software
  • 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.
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  • 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.
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