Artisan Partners

In March of this year, the China Post-Venture Strategy passed its three-year anniversary. In a candid letter to clients, Founding Portfolio Manager Tiffany Hsiao shares her “roses, buds and thorns” for the strategy. https://ow.ly/5aRo50Sr9Xg

Massive government stimulus and the ongoing trend of reshoring manufacturing have created some unexpected winners in the US construction boom. Visit our Artisan Canvas blog to discover which companies the Global Equity team thinks will benefit the most and why. #ArtisanCanvas https://ow.ly/rOjT50SoxEo

Maria Negrete-Gruson, CFA, Portfolio Manager for Artisan’s Sustainable Emerging Markets Team, sat down with NBI Podcasts to discuss how she finds opportunity through volatility, the evolution of emerging markets and how her team navigates investment opportunities around the world.

In recent weeks, the global stage witnessed the unfolding of electoral showdowns in South Africa, Mexico, and India. Each contest has produced results that moved markets and may redefine the trajectories of the respective countries. Artisan Partners EMsights Capital Group shares more: https://ow.ly/73QV50ShrmH

“You never want to find yourself in a position where the world changes, or something changes inside a business, or with yourself as an investor, where you don't have the capital to be able to weather through a situation like that.” Tune in as David Samra, Lead Portfolio Manager of the Artisan International Value Team, shares advice on investing, some of his formative experiences and how he approaches value investing in this podcast with Alex Shahidi of the Insightful Investor. https://ow.ly/L2ZY50S0ZvT

As the curtains draw on another successful Investment Forum, we extend our heartfelt gratitude to our clients, investment teams and stakeholders for making this event truly exceptional. The past two days have been filled with enlightening discussions, valuable insights and meaningful connections.   As always, we appreciate your continued interest and support. Please reach out to your Artisan representative with any follow-up questions. #ArtisanForum2024

Welcome to #DayTwo of the Investment Forum! As we embark on the final day of our flagship event, the energy and excitement is palpable. Today, our autonomous investment teams continue to take the stage, offering their insights on the dynamic landscape of investing. Stay tuned for more illuminating discussions. #ArtisanForum2024

Today marks the commencement of the 2024 Investment Forum! We are excited to bring together all eleven of our investment teams, offering unparalleled access to their expertise and perspectives. Follow along for live updates by Artisan Partners Growth Team, Artisan Partners U.S. Value Team, Artisan Partners EMsights Capital Group and Chief Administrative Officer, Eileen Kwei, CFA! #ArtisanForum2024 #DayOne

Are interest rate cuts necessary? Artisan Partners Global Value Team Lead Portfolio Manager Dan O'Keefe believes stock markets don’t need rate cuts and investing is more about managing risks than predictions. https://ow.ly/CLRs50RH9TR

We are thrilled to welcome our clients and partners to our 2024 Investment Forum next week. It’s truly a special occasion for our 11 autonomous investment teams to come together under one roof and share their investment insights. Stay tuned for exclusive updates and highlights. #ArtisanForum2024