Showing 1 - 20 of 111 results
  • 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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  • 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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  • Business Breakdowns Podcast—Samsung: Semiconductors Over Smartphones
  • Samsung Electronics is often overlooked as a key player in the semiconductor industry. Listen in as Artisan Partners International Value Team Lead Portfolio Manager David Samra takes a deep dive on the company.
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  • Mutual Fund Observer—Artisan and the Emerging Markets Debt Universe
  • Artisan Partners EMsights Capital Group’s Lead Portfolio Manager Michael Cirami sits down with Mutual Fund Observer to discuss the case for emerging markets debt and the benefits of investing beyond the benchmark.
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  • The Wall Street Transcript—Small Cap Fund Managers Travel the Globe, Kick the Tires
  • The Artisan International Explorer Fund is not an asset class or factor exposure. Rather, co-portfolio managers Beini Zhou and Anand Vasagiri explain how owning a collection of idiosyncratic businesses and the benefit of time travel can help generate alpha over time without taking undue risks.
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  • Barron’s—This International Investing Pro Sees Value in Consumer Stocks
  • Artisan Partners International Value Team Lead Portfolio Manager David Samra sits down with Barron’s to discuss stocks that exemplify his bottom-up approach to value investing in international equity markets.
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  • The JRo Show feat. Dan O'Keefe
  • The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
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  • Bloomberg Markets Today feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
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  • CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
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  • Deconstructing Alpha Podcast feat. Bryan Krug
  • Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
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  • Mutual Fund Observer—Artisan International Explorer Fund
  • Artisan Partners International Explorer Fund offers experienced active management to investors looking to maximize the potential for exceptional gains in one of the most inefficient corners of the market. It also provides exposure to a product that embodies the investing philosophy and discipline of Artisan International Value Team Lead Portfolio Manager David Samra.
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  • Morningstar—Artisan International Small-Mid Fund Earns an Upgrade
  • Greater conviction in the Artisan International Small-Mid Fund results in an upgrade from Above Average to High.
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  • CNBC Squawk Box Europe Interview feat. Dan O’Keefe
  • Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe discusses how the narrow, mega-cap tech focus in US markets and relative underperformance of non-US equities has engendered divergence in valuations and opportunities.
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  • CNBC—An Interview with Artisan Partners’ Lewis Kaufman
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
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  • Value Investor Insight—Investor Insight: Rezo Kanovich
  • Portfolio Manager Rezo Kanovich shares how his unique background has shaped his eye for identifying long-term, value-creating opportunities.
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  • CNBC—This Winning Fund Puts a Spin on Emerging Markets Investing With Bets From Nvidia to Chinese Spirits
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman explains his approach to constructing a portfolio with differentiated emerging markets exposure.
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  • The Wall Street Transcript—Exploiting Inefficiencies in the Emerging Market Debt Space
  • Artisan Partners EMsights Capital Group portfolio manager Michael Cirami discusses limitations of traditional emerging markets debt benchmarks and where the team finds opportunities.
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  • Investment Week—Freedom is Key for Growth and Sustainability: EM Debt Investors Should Pay Attention
  • Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses how assessing a country's rule of law and economic and political freedoms can uncover unique investment opportunities in emerging markets.
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  • Citywire Selector—This Industry’s Dirty Little Secret is Most PMs are Momentum Oriented
  • Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman explains how he has benefitted from staying consistent with out-of-favor ideas.
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  • Investing Across the Credit Spectrum Podcast feat. Bryan Krug
  • Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
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