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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jun 04, 2019 Research Alliance Corporate Governance Considerations in Emerging Markets—Artisan Partners

Why is corporate governance such a critical consideration in emerging markets investing? Artisan Sustainable Emerging Markets team shares its thoughts.

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Jun 04, 2019 Research Alliance Are Negative Screens Valuable in Emerging Markets Investing?—Artisan Partners

Negative screens can be a valuable tool in identifying sustainable growth opportunities in emerging markets—but they offer some downside, too. The Sustainable Emerging Markets team elaborates on its view.

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Jun 04, 2019 Research Alliance What Makes EM a Compelling Asset Class?—Artisan Partners

Emerging markets tend to be more volatile—but can that make them more compelling as an asset class? The Sustainable Emerging Markets team shares its views.

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Jun 04, 2019 Research Alliance Data and the IoT—Artisan Partners

Thematic team portfolio manager Chris Smith discusses the opportunities his team is finding thanks to the rising importance of the Internet of things (IoT).

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Jun 04, 2019 Research Alliance A Systematic Approach to Differentiation—Artisan Partners

Thematic team portfolio manager Chris Smith describes key aspects of his approach to identifying differentiation.

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Jun 04, 2019 Research Alliance Not All PEs Are Created Equal—Artisan Partners

The market often fixates on what is right around the corner rather than what is farther up the road. Portfolio manager Dan O’Keefe explains how his team judges which companies have good value.

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Jun 04, 2019 Research Alliance Data Driven Thematic Opportunities—Artisan Partners

Thematic team portfolio manager Chris Smith discusses his thematic approach and disciplined framework for idea generation.

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Jun 04, 2019 Research Alliance Late-Cycle Credit Investing: Risks and Opportunities—Artisan Partners

With the current credit cycle almost a decade old, investors may be contemplating the appeal of high yield credit markets at this point in the cycle. In this profile, portfolio manager Bryan Krug examines the current state of credit markets and discusses risks and opportunities for credit investors going forward.

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Jun 04, 2019 Research Alliance The Search for Sustainable Growth—Artisan Partners

Artisan Partners Global Equity team discusses the attributes it seeks in potential investments in its endeavor to find companies that can sustain earnings growth over the long term.

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May 23, 2019 Research Alliance Baron Funds Quarterly Update

Read quarterly letters from CEO & CIO Ron Baron, President Linda Martinson, and all our portfolio managers to learn more about the Firm, Fund performance, activity, and outlook.

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