Artisan Partners is a value investment firm that looks for businesses trading at a discount to their intrinsic value.
Source Post
The Four Elements of a Great Value Investment | David Samra, Artisan Partners
Sep 17, 2026
David Samra of Artisan Partners discusses their value investing philosophy, emphasizing buying businesses at a discount to intrinsic value. He outlines four key elements: a significant discount to intrinsic value, strong balance sheets for risk management, a good business with underlying growth to combat inflation, and a capable management team. The goal is to generate excess returns from the unwind of the discount while protecting against permanent capital loss.
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