Showing 1 - 17 of 17 results
  • Developing World Team Investor Update—Q1 2023
  • 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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  • Developing World Team Investor Update—Q4 2022
  • 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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  • Developing World Team Investor Update—Q3 2022
  • Artisan Developing World Fund Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Developing World Team Investor Update—Q2 2022
  • Artisan Developing World Fund Portfolio Manager Lewis Kaufman discusses his team’s investment philosophy, portfolio positioning and the current market environment.
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  • Role of disproportionate equity outcomes in a total portfolio
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the strategy's role within a broader portfolio.
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  • Why China Stands Alone in an Emerging Markets Context
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman explains what sets China apart from other emerging markets economies.
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  • Foundational Approach to Risk Management
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman describes his approach to risk management.
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  • Business Model Emphasis: Scalability
  • Artisan Partners Developing World founding portfolio manager Lewis Kaufman discusses the economic constraints he sees in emerging markets economies.
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  • Value Driven vs. Valuation Driven
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains why he is value-driven—rather than valuation-driven—in his investment decisions.
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  • Passport Companies
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, differentiates between multinational companies and what he describes as passport companies.
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  • Transcending Constraints in Emerging Markets
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, explains how he aims to identify companies best able to transcend the constraints facing emerging markets.
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  • Portfolio Evolution: Value Proposition, Five Years In
  • Lewis Kaufman, Artisan Partners Developing World founding portfolio manager, discusses the portfolio’s value proposition.
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  • Looking Forward From the Five Year Mark—A Developing World Conversation with Lewis Kaufman and Eric Colson
  • Artisan Partners Developing World Team portfolio manager Lewis Kaufman and CEO Eric Colson recently sat down for an exclusive conversation surrounding the team’s differentiated approach to investing in the developing world and how it has impacted investment outcomes over its first five years.
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