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| Publisher | Title | A/V | Date |
|---|---|---|---|
| Artisan |
Macroeconomic ChallengesDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses how macroeconomic issues can distract investors from stock fundamentals.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
Advantages of a Global ApproachDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses what he believes are the advantages of a global investment approach.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
Different From Other Global ManagersDan O’Keefe, Portfolio Manager for Artisan Global Value Fund, discusses what differentiates his team’s approach to global investing.Featured Funds: Global Value |
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11/13/2012 |
| Artisan |
Global Value 5-Year AnniversaryDan O’Keefe, Portfolio Manager for Artisan Global Value Fund discusses the fund’s performance over the past five years.Featured Funds: Global Value |
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11/13/2012 |
| Artisan |
Characteristics of a BusinessDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses the key characteristics the team looks for in a business.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
Common Mistakes of Value InvestorsDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses some of the common mistakes value investors make.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
Growth is a Component of ValueDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses how the market environment over the past several years has enabled the team to buy some of the world’s best “growth” companies at attractive valuations.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
Alpha Doesn’t Know There is a CalendarPortfolio Manager Jim Kieffer discusses the types of market environments that favor the team’s risk-aware approach and those that typically do not.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Why Consensus is Not NecessaryJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, explains why consensus is not necessary for a stock to get in the portfolio.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Investment ApproachJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the team’s investment approach.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Benchmark AgnosticJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses being benchmark agnostic.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Financials SectorJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses why they own property & casualty insurers and why they do not find banks and REITs particularly attractive.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
The Main Characteristics of a BusinessJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the main characteristics the team looks for in a business.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Factoring in Macroeconomic ForcesJim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses how macroeconomic forces factor into the team’s bottom-up investment process.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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06/21/2012 |
| Artisan |
Different From Other Global ManagersJim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, discusses what differentiates his team’s approach to global investing.Featured Funds: Global Opportunities |
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11/13/2012 |
| Artisan |
A Good Time for Growth StocksJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses why he believes it’s a good time to invest in growth stocksFeatured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Advantages of a Global ApproachJim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, discusses what he believes are the advantages of a global investment approach.Featured Funds: Global Opportunities |
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11/13/2012 |
| Artisan |
Process and PhilosophyJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the team’s investment philosophy.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Team EvolvementJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the investment team and how it has evolved over the years.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Organization of Research Efforts and Division of ResponsibilitiesJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the organization of research efforts and division of responsibilities.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Capital Allocation ProcessJim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, describes the capital allocation process.Featured Funds: Global Opportunities |
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11/13/2012 |
| Artisan |
Secular Growth TrendsJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the role secular growth trends play in the team’s investment research process.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Opportunities in Technology & Health CareJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses what he sees as attractive about the tech and health care sectors right now.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Market EnvironmentsJim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses types of market environments that tend to be more challenging than others.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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11/13/2012 |
| Artisan |
Emerging Markets ExposureDan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds discusses the team’s views on emerging markets.Featured Funds: Global Value, International Value |
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11/13/2012 |
| Artisan |
2011 Morningstar Domestic-Stock Fund Manager of the Year Award WinnerScott Satterwhite, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the team’s thoughts on winning Morningstar’s 2011 Domestic-Stock Fund Manager of the Year AwardFeatured Funds: Mid Cap Value, Small Cap Value, Value |
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01/05/2012 |
| Artisan |
Production AutomationCraigh Cepukenas, Portfolio Manager for Artisan discusses the production automation secular trend and highlights a couple of portfolio holdings poised to benefit.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Cloud ComputingJason White, Portfolio Manager for Artisan discusses technology adoption cycles, cloud computing and companies that the team finds attractive in this space.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
How the Growth Team Generates IdeasJason White, Portfolio Manager for Artisan discusses the team’s collaborative effort and idea generation process.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Good Environment for Growth StocksCraigh Cepukenas, Portfolio Manager for Artisan discusses the current environment for growth and how current growth valuations compare to historical growth valuations.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Process Highlights and Stock ExampleJason White, Portfolio Manager for Artisan discusses the team’s investment process and highlights a holding with an attractive profit cycle driven by both internal and external factors.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Identifying Secular Growth TrendsMatt Kamm, Portfolio Manager for Artisan explains how the team’s investment process leads to the identification of secular growth trends that drive the profit cycles of companies in the portfolio.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Energy EfficiencyMatt Kamm, Portfolio Manager for Artisan explains the dynamics driving demand for technologies that can improve efficient energy usage and discusses a few portfolio holdings related to the trend.Featured Funds: Global Opportunities, Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
AthenahealthMatt Kamm, Portfolio Manager for Artisan discusses a trend in health care technology adoption as it relates to portfolio holding athenahealth.Featured Funds: Mid Cap, Small Cap |
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02/10/2012 |
| Artisan |
Edge in Small CapsCraigh Cepukenas, Portfolio Manager for Artisan discusses why the team’s process gives it an edge in the small-cap asset class.Featured Funds: Small Cap |
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02/10/2012 |
| Artisan |
Value Investing WebcastArtisan Partners CEO Eric Colson provides an introduction to the firm and his perspective on what makes Artisan’s business model unique. Portfolio Managers Jim Kieffer and Dan O’Keefe talk about their approaches to value investing in the current market environment.Featured Funds: Global Value, International Value, Mid Cap Value, Small Cap Value, Value |
01/26/2012 | |
| Bloomberg |
Google Big Over Facebook in Value PlayDan O’Keefe, Portfolio Manager for Artisan Global Value and International Value Funds, discusses the team’s views on growth as a component of value.Featured Funds: Global Value, International Value |
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02/16/2012 |
| Forbes |
Steve Forbes Interview (Part 1) – The Secret to Success as a Value InvestorJim Kieffer, Portfolio Manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to discuss value investing and why three heads are sometimes better than one.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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01/13/2012 |
| Forbes |
Steve Forbes Interview (Part 2) – Stocks the Team Likes NowJim Kieffer, Portfolio Manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to talk about recent performance and why he thinks Apple, Microsoft and Wal-Mart are stronger than investors may think.Featured Funds: Mid Cap Value, Small Cap Value, Value |
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01/17/2012 |