Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
Artisan Global Discovery Fund: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Fund, describes the reason why the team launched this fund and why they believe it may be a compelling option for investors.
Mike McKinnon, portfolio manager of the Artisan Global Value Fund and Artisan Select Equity Fund, discusses portfolio positioning and the current market environment.
After a period of normalization following the COVID demand spike, the Growth team explains why it believes it is time to invest in e-commerce companies again.
Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
Carl Katerndahl, client portfolio manager for the Artisan Partners Credit Team, discusses credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
International Small-Mid Fund Investor Update—Q3 2023
Rezo Kanovich, portfolio manager of Artisan International Small-Mid Fund, discusses portfolio performance and positioning and where the team is finding the most attractive long-term opportunities.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
Artisan Partners U.S. Value Team: An ESG Framework
As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
Growth Team 5 in 5: Consumer Opportunities in the Current Environment
Artisan Partners Growth Team Associate Portfolio Manager Cindy Mu discusses where the team is finding consumer-focused investment opportunities in the current market environment in the team’s series, 5 Questions in 5 Minutes.
International Small-Mid Fund Investor Update—Q2 2023
Rezo Kanovich, portfolio manager of Artisan International Small-Mid Fund, discusses portfolio performance and positioning and where the team is finding the most attractive long-term opportunities.
Bryan Krug, portfolio manager for the Artisan Partners Credit Team, and Seth Yeager, co-portfolio manager of the Artisan Floating Rate Fund, discuss credit market fundamentals, portfolio positioning and where the team sees opportunities in the coming periods.
Chris Smith, portfolio manager of the Antero Peak Group, provides an overview of the current market environment and key themes the team believes are poised to accelerate in the coming quarters.
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
From Epidemic to Opportunity: Investing in Obesity Treatments
The momentum behind GLP-1 obesity treatments is in the spotlight, especially as their proven efficacy begins to rival more invasive procedures. The Growth team outlines its strategic approach to capitalizing on this secular growth opportunity.
