Artisan Partners

“The gamification and the gamblification of the stock market is pretty unsettling… That said, if you asked me today if I would rather invest in the public market versus the private market on an aggregate basis, you still have incredible inefficiencies in the public...it's driven by fear and greed.” From market psychology and the growing "gamblification" of investing to the evolving dynamics between public and private markets, portfolio manager David Samra explores the forces shaping today’s opportunity set for long-term investors. He also covers the AI-driven boom in tech stocks, red flags in bad management teams and shareholder activism as a tool for protecting the value of investments when things start to go wrong. Listen to David's full interview with Macro Hive here: https://lnkd.in/g3C3djvW

Artisan Partners is excited to announce its expansion into private real estate through the anticipated acquisition of Grandview Partners, a real estate private equity firm specializing in originating, developing, acquiring and managing middle-market properties across the United States. This partnership will enhance Artisan’s capabilities across alternative investments and establish a strong foundation in real estate. Grandview exemplifies Artisan’s commitment to high value-added investments, a talent-driven business model and thoughtful long-term growth. Its experienced team will retain full investment autonomy as part of Artisan’s global multi-asset platform. Learn more: https://lnkd.in/gVrkdbXr

In their most recent video, the Sustainable Emerging Markets Team highlights how deep engagement with companies and stakeholders is essential to navigating changing market conditions. By meeting management teams in their local environments, building relationships, and gaining first-hand insights, the team uncovers unique opportunities on the ground. Watch the video now: https://lnkd.in/emAABTUX #EmergingMarkets #SustainableInvesting #InvestmentInsights #AssetManagement

Antero Peak Group Portfolio Manager Christopher Smith Smith recently hosted Brad Jacobs, QXO’s Chairman & CEO, to discuss his accomplished career. They explored how Mr. Jacobs plans to leverage over 40 years of M&A experience to transform the fragmented building products industry through QXO. Watch now: https://lnkd.in/gJSWBs-3 𝘛𝘩𝘦 𝘗𝘦𝘢𝘬 𝘐𝘯𝘴𝘪𝘨𝘩𝘵𝘴 𝘓𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘚𝘦𝘳𝘪𝘦𝘴 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘘𝘟𝘖 𝘸𝘢𝘴 𝘯𝘰𝘵 𝘢 𝘩𝘰𝘭𝘥𝘪𝘯𝘨 𝘪𝘯 𝘈𝘯𝘵𝘦𝘳𝘰 𝘗𝘦𝘢𝘬 𝘎𝘳𝘰𝘶𝘱 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 𝘢𝘴 𝘰𝘧 30 𝘚𝘦𝘱 2025. 𝘈𝘳𝘵𝘪𝘴𝘢𝘯 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘘𝘟𝘖.

Emerging markets continue to show resilience amid geopolitical conflicts and global trade tensions. This adaptability is unlocking opportunities across sectors, with domestic strength driving meaningful earnings growth. In this Q3 update, learn from the Sustainable Emerging Markets team's Sean McCoy and Analyst Javier Cervantes as they share the team’s perspective on the macro backdrop, recent performance and how these dynamics are shaping portfolio positioning. Watch the full video update now: https://lnkd.in/dcMrvQV9 #EmergingMarkets #GlobalMarkets #Innovation #SustainableInvesting #InvestmentInsights