Mark Yockey

Mark Yockey, an experienced international equity portfolio manager and founding manager of the Artisan International Fund, shares insights on the promising comeback of overseas markets after years of U.S. dominance. He highlights undervalued growth stocks, emphasizing key sectors like defense and aerospace, and discusses the resurgence of European and Asian banks. Yockey also dives into global electrification opportunities and provides a thoughtful take on cryptocurrencies and consumer staples. His long-term pick, National Grid, stands out in a shifting investment landscape.

Mark Yockey, founding partner of Artisan Partners Global Equity Team, shares his insights on the booming international investment landscape. He highlights how improved corporate management overseas has expanded opportunities, contrasting it with the shrinking number of U.S. companies. Yockey discusses the impact of technology on research, the caution needed with private equity, and the importance of investing in quality firms. He emphasizes finding success through contrarian bets, like investing in Greek banks, and recommends National Grid for energy transition exposure.