Showing 1 - 20 of 75 results
  • Business Model Emphasis: Scalability
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman discusses the economic constraints he sees in emerging markets economies.
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  • Value Driven vs. Valuation Driven
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
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  • Portfolio Evolution: Value Proposition, Five Years In
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the portfolio’s value proposition.
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  • Passport Companies
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
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  • Foundational Approach to Risk Management
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman describes his approach to risk management.
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  • Why China Stands Alone in an Emerging Markets Context
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman explains what sets China apart from other emerging markets economies.
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  • Looking Forward From the Five Year Mark—A Developing World Conversation with Lewis Kaufman and Eric Colson
  • Artisan Partners Developing World Team portfolio manager Lewis Kaufman and CEO Eric Colson recently sat down for an exclusive conversation surrounding the team’s differentiated approach to investing in the developing world and how it has impacted investment outcomes over its first five years. (Login/Registration Required)
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  • Artisan Sustainable Emerging Markets Strategy Second Quarter 2020 Update
  • Portfolio manager Maria Negrete-Gruson and analyst Meagan Nace recently discussed the Sustainable Emerging Markets strategy’s remarkable second quarter. They explain how sustainability means endurance and where they see attractive opportunities amid the current crisis.
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  • Artisan Thematic Strategy Second Quarter 2020 Update
  • Portfolio Manager Chris Smith discusses the market backdrop and the team’s continued ability to optimize and manage risk within the portfolio.
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  • 5-Year Anniversary—Artisan Developing World Strategy
  • Lewis Kaufman, founding portfolio manager of the Artisan Developing World Strategy, and his team mark their first five years at Artisan successfully navigating the constraints of emerging markets.
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  • Uncovering Value in a Time of International Crisis
  • International Value team portfolio manager David Samra recently joined Evermore Global portfolio manager David Marcus and Columbia Business school’s Prof. Tano Santos for a virtual conversation about international value investing.
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  • 10-Year Anniversary—Artisan Global Equity Strategy
  • The Global Equity team celebrates 25 years at Artisan Partners this year, and Artisan Global Equity Strategy marks its 10-year anniversary with a solid long-term track record of value-added performance.
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  • Build, Preserve and Reinforce: Investing in the Developing World
  • Lewis Kaufman, portfolio manager of Artisan Developing World Strategy will discuss his team’s investment process, portfolio positioning, where he is finding the most attractive opportunities and the current market environment.
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  • 3-Year Anniversary—Artisan Thematic Strategy
  • Artisan Thematic Strategy celebrates 3-year anniversary.
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  • Invaluable Insights 2020
  • Global Value team portfolio manager Dan O’Keefe recently joined a stellar panel of legendary value investors to discuss and debate the current challenges facing portfolio managers.
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  • Artisan Sustainable Emerging Markets Strategy First Quarter 2020 Update
  • Portfolio Manager Maria Negrete-Gruson discusses the investing environment, portfolio performance and positioning, and where the team is finding opportunities.
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