Showing 1 - 20 of 172 results
  • 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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  • Taking Risks with Risk Management: A Tragedy of Errors
  • Successful risk management requires averting disaster; it is seldom lauded when handled well but is often thrust into the limelight when it fails. The Artisan International Explorer portfolio managers face many additional risks in the non-US small-cap space, which they must try to mitigate in order to successfully maximize long-term returns.
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  • International Small-Mid Fund Investor Update—Q1 2024
  • 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.
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  • Developing World Team Investor Update—Q1 2024
  • 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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  • 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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  • Resilient Growth: Infrastructure’s Dual Tailwinds
  • Find out what’s driving secular and cyclical trends in construction, aerospace and freight shipping. Which companies are gaining the most and why? Portfolio Manager Andrew Euretig breaks it down.
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  • Antero Peak Group Investor Update—Q1 2024
  • 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.
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  • Artisan Global Unconstrained Fund: Celebrating Two Years
  • The EMsights Capital Group recently celebrated the two-year anniversary of the Artisan Global Unconstrained Fund, a flexible portfolio designed to adapt to a wide range of market and economic conditions.
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  • Artisan Partners Growth Team—2023 Annual Stewardship Report
  • The Artisan Partners Growth Team is pleased to announce the publication of its annual Stewardship Report. The report highlights enhanced stewardship workflows and shares recent engagement and proxy voting case studies. View the report to learn more about the team’s stewardship efforts.
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  • The Strategic and Tactical Case for Global Smaller Caps
  • The Artisan Partners Growth Team believes many compelling long-term investment opportunities can be found among global smaller companies, and the current market environment may offer an attractive entry point.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and DraftKings
  • Antero Peak Group Portfolio Manager Chris Smith recently joined DraftKings’ CEO and Co-founder Jason Robins to discuss the growth of Online Sports Betting and iGaming and how DraftKings’ “secret sauce” has helped separate it from its competition.
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  • Research Analyst Spotlight: Rosa Vazquez
  • Research Analyst Rosa Vazquez discusses how the investment team finds good businesses trading at discounted prices and reviews a recent investment example from the aerospace industry.
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  • Potential for Large Opportunity with Small Caps
  • After a period of prolonged underperformance, listen to Portfolio Manager Jay Warner explain why he is optimistic about the future prospects of the small-cap asset class.
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  • Artisan International Fund: Navigating International Markets in 2024
  • Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan International Fund with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
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  • Drilling Deep
  • Portfolio Manager Anand Vasagiri explains the depth of due diligence required for investing in non-US small caps and how an experienced practitioner can leverage idiosyncrasies to generate alpha.
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  • Hidden Gems and Homebuilding
  • Portfolio Manager Anand Vasagiri provides valuable insights on treasure hunting in the vast non-US small-cap universe and why success stories begin from the bottom up.
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