Nigeria’s new president can talk the talk, but can he walk the walk? The EMsights Capital Group went to Nigeria twice in the past three months to find out. ow.ly/va5R50Q5Jgz
In the spirit of summer reading, the Antero Peak Group added some new titles to its growing list. Each is selected to help team members expand their thinking, whether personally or professionally. #ArtisanCanvas ow.ly/Ll6650PiblF
When a country is largely shut out of global markets, what “Kenya” do? The EMsights Capital Group explores the situation in Kenya in its latest post. #ArtisanCanvas ow.ly/j2fQ50Pigg3
What do macro uncertainty and less-than-representative benchmarks mean for investors? The EMsights Capital Group weighs in. #ArtisanCanvas #ArtisanForum ow.ly/JWTp50OrhYe
Thank you to those who attended the 2023 Artisan Partners Investment Forum. As always, we appreciate your continued interest and support. Please reach out to your Artisan representative with any follow-up questions. #ArtisanForum
Closing out day two, Rezo Kanovich discusses his differentiated investment approach and how successful small companies navigate turbulent times. #ArtisanForum
Mike Cirami, Sarah Orvin & Unoma Okolo discuss the limitations of traditional emerging markets debt benchmarks and where the team finds opportunities. #ArtisanForum
Coming up, Chris Smith explores the AI revolution and how the Antero Peak Group is positioned to take advantage of this new headwind. #ArtisanForum
Portfolio Manager Tiffany Hsiao talks with Dr. Alan Jiang and Dr. Yi Shan, two entrepreneurs from China, about the operating environment today. #ArtisanForum
Next up, Bryan Krug and Seth Yeager will discuss the evolution of non-investment grade lending and why they believe public credit markets offer better value relative to private market alternatives. #ArtisanForum
Tune in next as David Samra introduces Beini Zhou and Anand Vasagiri, who will break down the international small-cap universe and how they analyze businesses across all industries and geographies. #ArtisanForum
To kick off the day, David Samra will explain why international investing is a complex business and share how he has navigated the terrain with a value lens. #ArtisanForum
Today’s agenda provides additional opportunities to engage in intellectual exchange with our global portfolio managers. #ArtisanForum
Maria Negrete and Michael Cirami will now discuss their differentiated investment approaches to uncover alpha in emerging markets through debt and equity. #ArtisanForum
Where do you find growth in our current market? Next, Mark Yockey will discuss his ideas for resilient growth investing. #ArtisanForum
Next, the U.S. Value team will discuss lessons learned from recent market manias and why they believe their approach is designed to take advantage of volatile market behaviors. #ArtisanForum
Up next, Maria Negrete-Gruson and Meagan Nace will discuss the realities of sustainable investing in EM and the importance of considering a country’s inherent state of transition rather than imposing absolute or first-world standards. #ArtisanForum
To kick off the 2023 investment forum, Jim Hamel, Matt Kamm, Cindy Mu and Aashish Rao from the Growth team will discuss where they are finding interesting profit cycles in today’s market environment. #ArtisanForum
Our 2023 Investment Forum kicks off today. This two-day event—featuring several of our investment teams—will explore today's ever-changing investment landscape. #ArtisanForum
Did macro clouds affect the mood at the recent IMF and World Bank Spring Meetings? The EMsights Capital Group gives their take. #ArtisanCanvas artisancanvas.com/en.entry.h…





