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.
Sustainable Emerging Markets Portfolio Manager Maria Negrete-Gruson, CFA, and EMsights Capital Group Portfolio Manager Michael Cirami, CFA, share their differentiated investment approaches and where they see opportunities within the EM equity and fixed income asset classes amid today’s market uncertainty.
Portfolio Managers Dan Kane, Tom Reynolds and Craig Inman discuss their favorite market mania moments of the past few years and how they relate to the opportunities markets create for value investors.
Speaking from the Artisan Partners Investment Forum, Portfolio Manager Mark Yockey highlights the key themes and resilient growth opportunities that he and the team are investing in.
CNBC—An Interview with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
Innovation and drug platforms are driving resilience in biopharma. Research Analyst Navdeep ("Nav") Singh of the Artisan Global Equity Team shares his latest insights on the industry and how the team’s newest holdings are changing the world.
CNBC—An Interview with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of emerging markets and where he is seeing opportunities.
Citywire Interview: Top European Stocks in Portfolio
Undervaluation is making European stocks look increasingly attractive relative to their US peers. But Dan has been an investor of quality European names long before the market recognized the appeal, sometimes through the bleakest times in a company’s history.
Peak Insights: An Artificial Intelligence Revolution
Chris Smith, portfolio manager of the Antero Peak Group, discusses the next tectonic shift in the computing paradigm and identifies where the team finds opportunities across the tech stack and within the semiconductor space.
Investing Across the Credit Spectrum Podcast Featuring Bryan Krug
Artisan Partners Credit Team portfolio manager Bryan Krug provides a history of the credit space and examines the dynamics between public and private credit markets.
Growth Team 5 in 5: The Evolving Semiconductor Industry
Artisan Partners Growth Team Associate Portfolio Manager Aashish Rao and Analyst Bolu Ajayi discuss current factors impacting the semiconductor industry in the team’s series, 5 Questions in 5 Minutes.
Sustainable Investing in Emerging Markets: 2022 Report
The Artisan Partners Sustainable Emerging Markets Team describes its unique approach to sustainability, its 2022 corporate engagement activities and the resilience of emerging markets companies.
2022 marked the fourth year of the Artisan Partners Growth Team’s ESG journey. This year’s report includes a reflection on the state of the ESG industry, the progress made over the fourth year of the team's ESG journey, select stewardship engagements, proxy voting and policy updates, and updated sustainability metrics for our portfolios.
Finding the Proverbial Needle in a Haystack with David Samra
In a recent fireside chat with Columbia Business School Professor Tano Santos at the Columbia Student Investment Management Association Conference, International Value Team Lead Portfolio Manager David Samra shared his value investing toolkit that has stood the test of time and what he’s refined in recent years.
Future Voices of Value Investing—Artisan International Value Stock Pitch Challenge
Lead Portfolio Manager David Samra, in partnership with the Columbia Business School's Heilbrunn Center for Graham & Dodd Investing, recently hosted the 4th Annual Artisan International Value Stock Pitch Challenge at Columbia Business School (CBS).
Growth Team 5 in 5: Thoughtful Insights on Health Care Innovation
Artisan Partners Growth Team Portfolio Manager Matt Kamm and Associate Portfolio Manager Martin Jochmann discuss timely topics within the health care industry in the team’s new series, 5 Questions in 5 Minutes.
The Artisan China Post-Venture team discusses where they are seeing the most interesting opportunities in Chinese health care today and some of the risks investors should be mindful of when looking at these types of businesses.
