Showing 1 - 20 of 220 results
  • Artisan Partners Global Equity Team—Investment Forum Highlights 2024
  • Listen to Mark Yockey and the Artisan Partners Global Equity Team discuss key themes with sustainable growth characteristics.
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  • Artisan Partners International Small-Mid Team: Celebrating 5 Years
  • The Artisan Partners International Small-Mid Team recently celebrated the five-year anniversary of the Artisan Non-U.S. Small-Mid Growth Strategy. The team is comprised of long-term-oriented investors in high-quality businesses exposed to structural growth themes and utilizes a contrarian approach to acquire these businesses.
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  • Consumer Sector Spotlight: Restaurant Footprint Expansion Opportunities
  • The Growth team highlights why it believes the fast-casual restaurant industry’s combination of a compelling value proposition, significant potential for new store expansion, and superior store-level economics could be a recipe for success.
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  • China-Post Venture’s Tiffany Hsiao Reflects on the 3-Years Since Launch
  • In March of this year, the China Post-Venture team passed its 3-Year Anniversary. In a candid letter to clients, Founding Portfolio Manager Tiffany Hsiao shares her “roses, buds and thorns” for the strategy.
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  • Peak Insights: Revisiting Our Process
  • Chris Smith, portfolio manager of the Antero Peak Group, discusses how the current investment backdrop supports the team’s process and where the team is finding opportunities outside of the tech sector.
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  • Active Management Matters Today
  • Dissecting the US and non-US investing environment, disaggregating what passive vehicles truly own, considering AI along a continuum, and an update on value investing in an inflationary world. Portfolio managers Dan O’Keefe and Mike McKinnon discussed these noteworthy topics during the Artisan Partners Investment Forum.
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  • Barron’s—Nvidia Isn’t the Only Tech Name to Buy
  • Artisan Partners U.S. Value Team Portfolio Manager Dan Kane adds his picks to ten "boring but wonderful" tech stocks that offer potential bargains.
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  • I Still Think There’s Potential for a Second Step at ABB
  • Lead Portfolio Manager David Samra discusses the importance of patience in value investing and shares insights on several of his top ten portfolio positions.
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  • Why History Is on Value’s Side
  • A long market bias in favor of growth stocks and an expansion in valuations between growth and value stocks create the potential for value stock outperformance through simple mean reversion.
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  • Artisan Emerging Markets Debt Opportunities Strategy: Celebrating Two Years
  • EMsights Capital Group celebrates the 2-Year Anniversary of the Artisan Emerging Markets Debt Opportunities Strategy, the second strategy to reach this milestone.
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  • Bloomberg TV feat. Dan O'Keefe
  • Are interest rate cuts necessary? Artisan Partners Global Value Team Lead Portfolio Manager Dan O'Keefe believes stock markets don’t need rate cuts and investing is more about managing risks than predictions.
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  • Artisan Partners EMsights Capital Group First Quarter 2024 Update
  • Michael Cirami and Sarah Orvin, portfolio managers of the EMsights Capital Group, provide an overview of the current market environment, discuss portfolio positioning and expand on where the team sees opportunities in the coming periods.
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  • The Insightful Investor featuring David Samra
  • "You always want to be strong money." Tune in as David Samra, Lead Portfolio Manager of the Artisan International Value Team, talks about the foundations of his investment approach and shares some great advice in this Insightful Investor podcast.
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  • An interview with Portfolio Manager Dan Kane
  • Celebrating 16 years at Artisan Partners, Portfolio Manager Dan Kane shares his memories of his first days at Artisan during the ’08-’09 financial crisis and thoughts on various investment topics, including the trend toward passive investing and the purported death of value investing.
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  • Artisan Partners Credit Team: Celebrating 10 Years
  • The Artisan Partners Credit Team celebrates 10 years of providing compelling risk-adjusted returns for their clients. The team discusses the evolution of the platform over time and reviews their differentiated process and philosophy.
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  • Artisan Partners Developing World Team First Quarter 2024 Update
  • 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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