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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Mutual Fund Observer—An Interview with Lewis Kaufman, Founding Portfolio Manager of the Artisan Developing World Fund
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman reflects on the current state of emerging markets investing and discusses the unique opportunity set for a disciplined investor.
Citywire—David Samra Talks Cash, Currency and Stocks
In this Q&A with Citywire’s John Cumarianos, Lead Portfolio Manager David Samra talks about the philosophy underpinning his stellar track record, his approach to cash and currency exposure, and a few stocks he finds attractive.
Evercore Wealth Management—Independent Thinking Newsletter: Q&A with David Samra
Artisan Partners International Value Team Portfolio Manager David Samra shares his highly researched approach to value investing amid a volatile global environment.
Artisan International Small-Mid Fund portfolio manager Rezo Kanovich deconstructs the risk aspects of small stock investing and shares his approach to creating idiosyncrasy and convexity in a portfolio.
Advisor Perspectives Podcast feat. Dan Kane: Value Investing in a Time of Uncertainty
Artisan Partners U.S. Value Team portfolio manager Daniel Kane views the current market drawdown as a healthy readjustment to the cost of capital and explains why today’s shifting financial landscape will create investment opportunities, particularly for disciplined value investors.
Investment Strategy—'We are not single-outcome investors': The value perspective in difficult market conditions
Artisan Partners U.S. Value Team Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman explain how periods of market volatility can present unique investment opportunities.
Citywire Selector—'I’ve Had Zero Days Off': Inside EMD Veteran Cirami’s Boutique Switch
Artisan Partners EMsights Capital Group Portfolio Manager Michael Cirami discusses his transition to Artisan Partners, approach to investing and where he sees opportunities in the emerging markets.
Citywire—'A Lot of True Active Management Got Diluted'
Artisan Partners CEO Eric Colson reflects on lessons that the industry has and hasn’t learned and what the future looks like for a pure active asset manager.
Artisan Partners Growth Team portfolio manager Jason White recently sat down with The Motley Fool senior analyst John Rotonti to discuss the Growth team’s investment philosophy and process.
The Wall Street Transcript—Hunting for Value: Better, Safer, Cheaper
Artisan Partners U.S. Value Team portfolio manager Tom Reynolds discusses his approach to identifying companies with margins of safety and attractive risk-reward profiles, trading at undemanding valuations.
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.
Institutional Investor—Finding Innovation and Value Everywhere
As the Global Equity team marked its 25th anniversary and 10 years of the Global Equity Fund, Mark Yockey, the team’s founding portfolio manager was featured in Institutional Investor magazine to discuss the team’s time-tested approach to identifying companies exhibiting sustainable growth, current opportunities in Europe and Asia and their emerging energy efficiency portfolio theme.
Value Investor Insight—Investor Insight: Christopher Smith
Chris Smith, founding portfolio manager of Antero Peak Group, discusses the quantifiable and objective nature of the team’s approach, while expanding on areas of opportunity in a COVID-disrupted world.
Value Investor Insight—Investor Insight: David Samra
David Samra, International Value team portfolio manager, discusses his historical experience with market downturns, how today’s compares, and how his team is reacting.
The Investor's Field Guide—Bryan Krug-An Update on Corporate Credit
Artisan's Bryan Krug, founding portfolio manager of the Artisan High Income Fund, discusses ongoing volatility in credit markets with Invest Like the Best podcast host Patrick O’Shaugnessy.
Value Investing With Legends Podcast featuring David Samra
International Value team portfolio manager David Samra has a passion for value investing. He recently sat down with Tano Santos, the David L. and Elsie M. Dodd Professor of Finance at the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, to discuss David’s career and the past, present and future of value investing.
31 January 2020
Value Investing With Legends Podcast featuring David Samra
International Value team portfolio manager David Samra has a passion for value investing. He recently sat down with Tano Santos, the David L. and Elsie M. Dodd Professor of Finance at the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, to discuss David’s career and the past, present and future of value investing.
Institutional Investor—Finding Value Across the Capital Structure
Bryan Krug, founding portfolio manager of the Artisan Partners Credit Team, discusses his unique approach to identifying value across the capital structure.
Stockhead—Two key trends which indicate the rise of cloud-based tech has further to run
Jason White, Artisan Partners Global Discovery Fund lead portfolio manager, explains why he believes cloud-based technology still has a long runway ahead.
Maria Negrete-Gruson, portfolio manager of the Artisan Sustainable Emerging Markets Fund, discusses the challenges and opportunities of sustainable investing in emerging markets.
The Investor's Field Guide—Bryan Krug-High Yield Credit Investing
Artisan's Bryan Krug sat down with Invest Like the Best podcast host Patrick O’Shaughnessy to discuss the high yield marketplace and the team’s approach to finding actionable investment ideas.
Pensions & Investments—Emerging Markets: Finding opportunity in uncertainty
Maria Negrete-Gruson, portfolio manager of the Artisan Sustainable Emerging Markets Fund, explains how a challenging macro environment may ultimately benefit emerging-markets companies.
Morningstar—Artisan International Small Cap Investor
Artisan International Small Cap Fund receives a Morningstar Analyst Rating of Bronze as the Fund’s new management team and approach inspire confidence.
Morningstar—2 Gold-Rated Artisan Funds, but Only 1 Open Door
Receiving a Morningstar Analyst Rating of Gold is just one of the many similarities between the Artisan Global Value Fund and the Artisan International Value Fund.
Artisan Global Value Fund receives a Morningstar Analyst Rating of Gold due to its many strengths, including its capable duo of managers and their proven approach.
The Wall Street Transcript—Achieving Risk-Adjusted Returns in the Non-Investment-Grade Credit Market
Bryan Krug of Artisan Partners Credit Team discusses his approach to seeking the best risk-adjusted return opportunities through fundamental credit analysis and value identification across the capital structure.
Institutional Investor—Demand Is Growing for Active Managers
Matt Kamm of Artisan Partners says it's a good time to be an active manager with truly differentiated, high value-add strategies offering opinionated investment in a disciplined way.
Morningstar—Nominees for 2014 International-Stock Manager of the Year
David Samra and Dan O’Keefe of Artisan Partners Global Value Team have been nominated for Morningstar’s International-Stock Fund Manager of the Year award in the U.S.
Matt Kamm, portfolio manager on the Artisan Partners Growth Team, discusses interesting growth opportunities the team is finding in biotechnology companies.
In our view, the technology sector has a quality and valuation advantage compared to the broad US stock market, and the risk/reward looks particularly interesting in the mega-cap segment.
Dan O’Keefe and David Samra, portfolio managers for the Artisan Partners Global Value Team, discuss where they are finding opportunities in today’s market environment.
InvestmentEurope—Artisan Partners' Yockey Looks to Global Cleanup Theme Amid Urbanisation
Mark Yockey, portfolio manager on the Artisan Partners Global Equity Team, says the environmental challenges linked to increasing urbanization globally are opening up a broad range of investment opportunities.
Morningstar—Artisan's Stellar Managers Earn Plenty of Medals
Artisan Partners has thrived in recent years. How has Artisan succeeded? First, by hiring investors who, by and large, already owned proven track records. The firm also has given them freedom to live where they want, build teams as they see fit and close funds before they grow too large. Morningstar analysts take a closer look at some of those teams.
Morningstar’s 2013 International-Stock Fund Managers of the Year in the U.S. Dan O’Keefe and David Samra explain what powered their funds’ peer-beating returns in both 2008 and 2013.
Morningstar—2013 Nominees for International-Stock Fund Manager of the Year
Two Artisan Partners portfolio management investment teams receive repeat nominations for Morningstar's International-Stock Fund Manager of the Year Award in the U.S.
Jim Hamel, lead portfolio manager of Artisan Global Opportunities Fund, discusses key secular trends he believes is driving profit acceleration for certain growth stocks.
Jim Kieffer, portfolio manager of the award-winning Artisan Value Fund (ARTLX), discusses his team’s approach to value investing and how the fund is positioned given the current market environment.
Forbes—Interview (Part 2) – Stocks the Team Likes Now
Jim Kieffer, portfolio manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to talk about recent performance and why he thinks Apple, Microsoft and Wal-Mart are stronger than investors may think.
Forbes—Interview (Part 1) – The Secret to Success as a Value Investor
Jim Kieffer, portfolio manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to discuss value investing and why three heads are sometimes better than one.
Scott Satterwhite, James Kieffer and George Sertl, Morningstar’s 2011 Domestic-Stock Managers of the Year in the U.S., explain why they see the best risk/reward trade-off in large, high-quality companies.
Mutual Fund Observer—Artisan Small Cap Fund (ARTSX)
Investors looking for a rational small-cap growth fund—one which is competitive in rising markets and exceptionally strong in rocky ones—would be well-advised to look at the reborn Artisan Small Cap Fund.
Value Investor Insight interviews portfolio manager David Samra of the Artisan Partners Global Value Team about his thoughts on the recent market turmoil in Europe.
James Kieffer, Scott Satterwhite and George Sertl describe the edge they look to exploit across all cap sizes and why they’re finally finding opportunity in consumer-staples stocks.
