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Artisan Thematic Team July 2018 Webcast Replay

Portfolio manager Christopher Smith discusses the Artisan Partners Thematic Team's unique approach to capitalizing on multiyear thematic trends.

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Health Care: Investment Opportunities in a Transforming Industry—Baron Funds

At Baron, we believe the long-term secular trends impacting health care open the door to growth equity opportunities.

Second Quarter 2018 Research Call Replay

This is a replay of our second quarter 2018 Litman Gregory research team webcast, held July 26, 2018. Topics covered (among others): our equity market views, underperformance at Cove Street and Northern Cross, and our thesis on managed futures. The presentation slides are available.

Protectionism, Trade Wars, and the Emerging Markets

We share an internal memo from the time of President Trump's election regarding emerging markets and protectionism concerns, updated with more current analysis and data. For now, we remain confident in having a modest tactical overweight to emerging markets.

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