Showing 1 - 20 of 89 results
  • Sustainable Competitive Advantages
  • Artisan Partners CEO Eric Colson and Artisan Partners Global Equity Team portfolio manager Mark Yockey discuss staying focused on what matters in the pursuit of exceptional companies.
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  • Emerging Long-Term Growth Themes
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss emerging growth opportunities in the areas of health care, energy efficiency and emissions reduction.
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  • A Rigorous Sell Discipline
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a valuation discipline as a growth investor with Artisan Partners CEO Eric Colson.
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  • Opportunities in Health Care
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses having a risk-aware approach to biotech investing with Artisan Partners CEO Eric Colson.
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  • A Global Approach to Finding Sustainable Growth
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey recently sat down with Eric Colson, Artisan Partners CEO, to discuss the current global opportunity set.
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  • Conviction-Driven Portfolio Construction
  • Artisan Partners Global Equity Team portfolio manager Mark Yockey discusses his team’s conviction-weighted position sizing with Artisan Partners CEO Eric Colson.
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  • Invaluable Insights 2021
  • Artisan Partners Global Value Team lead portfolio manager Dan O’Keefe recently joined another lively conversation among legendary value investors to discuss and debate the challenges of managing portfolios during a pandemic.
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  • Mark Yockey on Keeping It Simple and Focusing on What Matters
  • A lot of growth managers are growth at any price, whereas we are growth at a reasonable price. We sell things when we think the valuation no longer reflects the underlying fundamentals.
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  • The Acceleration in Technological Disruption
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how technological revolutions since the 1959 invention of the semiconductor have led to today’s era of cloud computing.
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  • The Golden Age of Software
  • Artisan Partners Global Equity Team analyst Sam Zarnegar discusses how software-as-a-service models are capturing the lion’s share of economic value in technology value chains.
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  • The Long-Term Underpinnings in The Chinese Life Insurance Market
  • AIA, a Pan-Asian insurer, looks well positioned for increasing life insurance demand in China, according to Artisan Partners Global Equity Team analyst Claudia Corra.
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  • Finding Sustainable Growth in The Insurance Industry
  • Artisan Partners Global Equity Team analyst Claudia Corra shares why the team believes insurance brokerage is a growth industry.
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  • Innovations in Energy Efficiency and Data Center Operations
  • Artisan Partners Global Equity Team analyst Nik Legetic discusses the team’s environmental theme including its building efficiency and data centers sub-themes.
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  • Peak Insights: An Exclusive Conversation with Chris Smith and Fidelity National Information Services (FIS)
  • Antero Peak Group portfolio manager Chris Smith recently joined FIS Chairman, President and CEO Gary Norcross to discuss the evolving role of technology in the payments and banking industries.
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  • Intelligent Integration: Sustainable Investing in Emerging Markets
  • The Artisan Sustainable Emerging Markets Team shares how its differentiated approach to ESG helps it identify companies committed to both profits and progress while taking emerging market realities into consideration.
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  • Artisan Focus Fund: 3-Year Review
  • Antero Peak Group portfolio manager Chris Smith reflects on his three years at Artisan Partners and discusses his thematic approach and disciplined framework for idea generation.
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