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.
Listen to Associate Portfolio Manager, Aashish Rao, explain why he believes the electric vehicle market will increasingly rely on silicon carbide semiconductors to drive faster charging and increased range.
Celebrating Three Years at the Firm: Beini Zhou and Anand Vasagiri
Beini Zhou and Anand Vasagiri reflect on their three years at Artisan Partners with David Samra. Learn why a proven investment philosophy and repeatable discipline have been paramount to their process managing the Artisan International Explorer Strategy.
Listen to Founding Portfolio Manager Lewis Kaufman and the Artisan Partners Developing World Team discuss where they are identifying the best domestic demand opportunities in EM.
Artisan Global Discovery Strategy: The Intersection of Quality and Growth
Listen as Jason White, portfolio manager of the Artisan Global Discovery Strategy, describes the reason why the team launched this strategy and why they believe it may be a compelling option for investors.
Despite offering a potential risk-return “sweet spot” within US equities, mid caps are often overlooked. We discuss why this may be and review the case for a dedicated strategic allocation to the asset class.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
Uncertainty in Emerging Markets with Michael Cirami
Michael Cirami, portfolio manager of EMsights Capital Group, joins Philip Chao on the Tao of Chao podcast to share how uncertainty in global markets today frames his thinking about investing in emerging market debt.
The JRo Show does a deep dive with Lead Portfolio Manager, Dan O’Keefe, on his brand of value investing, incorporating macro perspectives as a global stock picker, and the inner-workings of the Artisan Global Value team.
Artisan Partners U.S. Value Team: An ESG Framework
As fiduciaries, the U.S. Value team believes assessing Environmental, Social and Governance (ESG) factors is integral to a risk-aware investment framework.
In China, artificial intelligence (AI) is estimated to boost the economy by $7 trillion by 2030, representing a 12% compound annual growth rate in new digital activity. Tiffany Hsiao discusses the recent developments in AI—both in China and around the world.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
Artisan Partners Global Value Team Lead Portfolio Manager Dan O’Keefe gives a “bigger picture” view on interest rates, inflation and how increasing competition for equities could lead to a more enduring focus on valuation.
Uncovering Value Through an Opportunistic Approach
The Artisan Credit team reviews current areas of focus and opportunity for the Credit Opportunities strategy, a high conviction portfolio offering investors a flexible and nimble approach across leveraged finance markets.
Artisan Partners Credit Team Portfolio Manager Bryan Krug discusses the evolution of risk and return across public and private credit, along with a view on where the biggest risks lie today in leveraged finance markets.
CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
CNBC—Continuing the Conversation with Artisan Partners’ Lewis Kaufman
Artisan Partners Developing World Team Portfolio Manager Lewis Kaufman shares his thoughts on the current state of China and India and where he is seeing opportunities.
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