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.
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.
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.
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.
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.
Sustainable Investing in Emerging Markets: 2023 Report
The Artisan Partners Sustainable Emerging Markets Team describes its commitment to advancing sustainability through active engagement during a rather tumultuous year for emerging markets.
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.
Artisan Non-U.S. Growth Strategy: Navigating International Markets in 2024
Artisan Partners Global Equity Team Portfolio Manager Mark Yockey reviews the Artisan Non-U.S. Growth Strategy with moderator and Chief Operating Officer Brett Meyer. Together, they discuss the portfolio's latest themes and key holdings for 2024.
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.
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.
The Antero Peak Group outlines why the emergence of AI presents growth opportunities for High Bandwidth Memory and an upcoming paradigm shift in the DRAM market.
Lead Portfolio Manager David Samra spoke recently at the Value Investor New York Conference about the extraordinary opportunity UBS was able to capitalize on when it acquired Credit Suisse in 2023.
What is a Value Root Canal and how is one conducted to optimal effect? At the December 2023 Value Invest New York Conference, Artisan International Explorer portfolio managers Beini Zhou and Anand Vasagiri demonstrated how painless and precise the process can be with the right tools and practitioners.
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.
Global Unconstrained: A Macro Aware, “Go-Anywhere” Solution
Learn how the Artisan Global Unconstrained Strategy is designed to help diversify traditional asset allocations and navigate various markets environments while balancing performance and controlling risks.
Value Income: Designed to Generate Sustainable and Premium Income
Watch Portfolio Manager Tom Reynolds discuss Artisan Value Income Strategy’s dynamic portfolio construction that was designed to deliver consistent income and participation in the upside potential of equities.
The Semiconductor Opportunity: Artificial Intelligence
Data centers now account for 15-20% of total semiconductor demand. Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the artificial intelligence revolution will drive continued growth.
