How to Evaluate Risk in a U.S. Large-Cap Portfolio
Often, investors assume that focused portfolios are straightaway riskier than those with more holdings. The Artisan U.S. Value team suggests that managers free from mandated holdings requirements and sector and country restrictions can better manage collective portfolio risk (the potential for permanent loss of capital).
Opportunities in the Tech Sector
Ten years after the collapse of the "Tech Bubble," the profile of the technology sector is starkly different, but the opportunity within the sector should not be overlooked. The portfolio management team of Artisan Opportunistic Growth Fund examines the strong fundamental growth characteristics and exposure to the secular growth drivers offered by technology-oriented companies.
What is your general view on market valuations?
Portfolio Manager Insights with George Sertl - Artisan U.S. Value Team
"Today, large-cap stocks stand out to us as particularly attractive relative to other stocks and bonds when you take into consideration all aspects of our process - valuation, financial consideration and business economics."
How do government reform and other issues impact portfolio management?
Portfolio Manager Insights with David Samra & Dan O'Keefe - Artisan Global Value Team
"...we believe that undervalued, competitively advantaged businesses will prosper as valuation discounts unwind."
Our Favorite Mid-Cap Value Funds
Artisan Mid Cap Value Fund is listed on Morningstar's
Our Favorite Mid-Cap Value Funds. (May 4, 2010)
The Index Slayers — Artisan International Value Fund
Artisan International Value Fund is included in
The Index Slayers list for equity mutual funds in the Morningstar FundInvestor
SM newsletter dated April 2010.
Lipper Honors Artisan
Artisan International Small Cap Fund (
click here for performance) earns Lipper 2010 award as best over 5 years out of 62 funds in the International Small/Mid-Cap Growth Funds category. Artisan Mid Cap Value Fund (
click here for performance) earns Lipper 2010 award as best over 5 years out of 158 funds in the Mid-Cap Value Funds category.
Awards are based upon cumulative total return. Rankings are based on total return and are historical and do not represent future results.
Best Funds Through Thick and Thin - Artisan International Fund
Artisan International Fund is included in the Money 70 in Money Magazine's article
Best Funds Through Thick and Thin (January/February 2010)
Morningstar Interview - Attractive Time to Look at International Equities
Artisan Portfolio Manager Mark Yockey tells Morningstar there's no problem finding attractive high-quality international names that generate a lot of cash. Audio and transcript of interview available on Morningstar website. (June 7, 2010)
CNBC Power Lunch — Andy Stephens and the Case for Growth
Andy Stephens, portfolio co-manager of Artisan Mid Cap Fund and Artisan Opportunistic Growth Fund, discussed the case for growth stocks on CNBC's Power Lunch on Thursday, April 15. (April 15, 2010)
Rebalancing Russell Indexes
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The Why, How & Significance
Each June Russell Investments reconstitutes or rebalances its Russell indexes to ensure companies are placed in the appropriate index. Here's an overview of the process and its methodology, including comments from U.S. Growth Team Portfolio Manager Craigh Cepukenas on the 2010 reconstitution of the U.S. market small-cap segment.
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New Artisan Global Equity Fund Opens
Co-Managed by Mark Yockey and Barry Dargan, Artisan Global Equity Fund (ARTHX) commenced operations on March 29, 2010.
James Kieffer, Scott Satterwhite and George Sertl — Value Investor Insight interview
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Stacking the Deck
The managers of Artisan Opportunistic, Artisan Mid Cap Value and Artisan Small Cap Value Funds describe the edge they look to exploit across all cap sizes and why they're finally finding opportunity in consumer-staples stocks.
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Market Bargains in Developed World
Fox Business Interview with Artisan Portfolio Manager Daniel O’Keefe
Bad market news is creating cheap stock prices says Daniel O’Keefe, Artisan Global Value Fund and Artisan International Value Fund portfolio co-manager, in an interview with Fox Business correspondent Dagen McDowell.
How Overseas Firms Outpace Their Economies
Smart Money Interview with Artisan Portfolio Manager Mark Yockey
Mark Yockey, portfolio manager of Artisan International Fund, Artisan International Small Cap Fund and Artisan Global Equity Fund, discusses prospects in Europe and Asia in an interview with Smart Money’s Reshma Kapadia.
Where to Invest Now
CNBC Interview with Artisan Portfolio Manager Dan O’Keefe
Dan O’Keefe lead portfolio manager of Artisan Global Value Fund and portfolio manager of Artisan International Value Fund, was interviewed on Where to Invest Now for the Managing Your Money segment of Squawk Box, CNBC’s pre-market morning program, by show co-host Becky Quick.
The Best Place to Invest Overseas
Fox Business Interview with Artisan Portfolio Manager Mark Yockey
Mark Yockey, portfolio manager of Artisan Global Equity Fund, Artisan International Fund and Artisan International Small Cap Fund, was interviewed on Fox Business channel by Fox Business correspondent Dagen McDowell from the 2010 Morningstar® Investment Conference.
Artisan Funds Knows Value
Steve Forbes of Forbes.com interviews Portfolio Manager Jim Kieffer
Steve Forbes interviews Portfolio Manager Jim Kieffer for the Intelligent Investing segment on Forbes.com. They discuss the domestic value team's investing process, how growth companies morph into value companies, portfolio construction compared to an index and how healthcare stocks may respond to a changing regulations.
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Artisan Funds Knows Value video
Video of Steve Forbes interview of Portfolio Manager Jim Kieffer for the Intelligent Investing segment on Forbes.com. |
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Artisan Funds Knows Value transcript
Transcript of Steve Forbes interview with Portfolio Manager Jim Kieffer for the Intelligent Investing segment on Forbes.com with introductory Intelligent Investing Briefing Book interview with Forbes.com's Alexandra Zendrian. |
Morningstar® Mutual Fund Analyst Reports — Artisan Funds
Morningstar's analysts provide periodic reports on mutual funds, including Artisan Funds. An outline of the reports are available on their website. A Premium Membership is required to view the full report. Here is a list of the reports on Artisan Funds, a report headline and the date the report appeared.
| Artisan Global Value Investor |
07/21/2010 |
| This mutual fund is off to a fine start. |
| Artisan Small Cap Investor |
07/08/2010 |
| A change may be doing this mutual fund some good. |
| Artisan International Inv |
07/06/2010 |
| This mutual fund's bets have gone awry in 2010. |
| Artisan International Small Cap Investor |
07/06/2010 |
| This mutual fund is trailing most of the pack in 2010. |
| Artisan Small Cap Value Investor |
06/16/2010 |
| This closed mutual fund remains a keeper. |
| Artisan Mid Cap Inv |
05/28/2010 |
| This mutual fund is, as usual, striking a distinctive profile. |
| Artisan International Value Investor |
05/26/2010 |
| This fund can require patience at times. |
| Artisan Mid Cap Value Investor |
05/12/2010 |
| This mutual fund is downshifting. Artisan Mid Cap Value is erring on the side of caution. |
| Artisan Opportunistic Value Inv |
03/09/2010 |
| This fund is battening down the hatches. |
Artisan Funds portfolio manager webcasts are scheduled for September. We recommend that you connect at least 15 minutes prior to the webcast to avoid any delay. Click here for dates and times for the respective webcasts.
Artisan Funds recently began using a summary prospectus
David Samra and Dan O'Keefe Interviews
Morningstar™ 2008 International-Stock Manager of the Year - Artisan International Value Fund
Morningstar named David Samra and Daniel O'Keefe, Portfolio Co-Managers of the Artisan International Value Fund (ARTKX) and Artisan Global Value Fund (ARTGX), its International-Stock Fund Manager of the Year for 2008. The duo received the award for their efforts on the Artisan International Value Fund. For Performance Information, click here.
Artisan Small Cap Fund Update
Milwaukee, Wisconsin. October 2, 2009. Artisan Funds announced today the reopening of Artisan Small Cap Fund (ARTSX). To read the full press release click on the PDF below.
Closing Artisan Mid Cap Value Fund
Artisan Mid Cap Value Fund will close to most new investors at the close of business on July 10, 2009. The Fund will accept new accounts from employee benefit plans (including 401(k) and other types of defined contribution plans) and other investors who satisfy new account eligibility requirements. Eligibility requirements are described in the Fund's prospectus under the heading "Who is Eligible to Invest in a Closed Artisan Fund?"
Please contact a customer service representative at 800.344.1770 if you have any questions. Representatives are available from 8:00 a.m. to 6:00 p.m. Eastern Time, Monday through Friday.
SHAREHOLDER NOTICE: Change in Statement Delivery
Effective April 1, 2008, we will discontinue daily statements that confirm regular, systematic transactions in an account, such as an Automatic Investment Plan (AIP) purchase, Systematic Withdrawal or the reinvestment of dividend or capital gain distributions. These transactions will be reported on quarterly account statements and may be confirmed online at any time through Account Access on our website, www.artisanfunds.com, or by contacting a customer service representative at 800.344.1770. If you have any questions please contact a customer service representative at 800.344.1770.
E-Delivery of Artisan Documents
E-Delivery is a free service for direct shareholders who prefer to view important Artisan documents online and avoid paper documents. When an Artisan document becomes available electronically, shareholders who enroll in E-Delivery will receive an email containing a link to that document. A number of Artisan Funds' documents such as the prospectus, annual and semiannual reports will be available through E-Delivery. Account statements and tax forms will not be available for E-Delivery initially.
ENROLL TODAY! If you have questions about E-Delivery please see the Frequently Asked Questions or contact an Artisan customer service representative at 800.344.1770.
Font (Type) Size Adjuster
Resulting from shareholder feedback we have developed a font (type) size adjuster for artisanfunds.com. The purpose of the font adjuster is to allow the user full control of the font size, in which they are comfortable viewing, or for adding more or less content per printable page. The font adjuster can be found near the top right corner of your screen under Additional Materials.
Once the user adjusts the font size, the font will maintain that size throughout the user's stay on the site. The font size can be readjusted at any time during the visit. Please note, your page may reload or refresh when adjusting the font size.
The font adjuster is most commonly supported in the following web browsers:
- Microsoft Internet Explorer 4.0 and later
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- And many others
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Online Application ConsentBy clicking
I Accept, you consent to receive the Artisan Funds' prospectus, privacy policy and account application electronically. You also agree to read and agree to the terms of these documents before investing. Your consent applies only to this request. If you request additional information you may be required to consent again.
To access the requested materials, you need Adobe Acrobat PDF Reader. If you do not currently have this program on your system, you can
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Online Application ConsentBy clicking
I Accept, you consent to receive the Artisan Funds' prospectus, privacy policy and account application electronically. You also agree to read and agree to the terms of these documents before investing. Your consent applies only to this request. If you request additional information you may be required to consent again.
To access the requested materials, you need Adobe Acrobat PDF Reader. If you do not currently have this program on your system, you can
download it for free or call 800.344.1770.
Online Application ConsentBy clicking
I Accept, you consent to receive the Artisan Funds' prospectus, privacy policy and account application electronically. You also agree to read and agree to the terms of these documents before investing. Your consent applies only to this request. If you request additional information you may be required to consent again.
To access the requested materials, you need Adobe Acrobat PDF Reader. If you do not currently have this program on your system, you can
download it for free or call 800.344.1770.
Online Application ConsentBy clicking
I Accept, you consent to receive the Artisan Funds' prospectus, privacy policy and account application electronically. You also agree to read and agree to the terms of these documents before investing. Your consent applies only to this request. If you request additional information you may be required to consent again.
To access the requested materials, you need Adobe Acrobat PDF Reader. If you do not currently have this program on your system, you can
download it for free or call 800.344.1770.
Online Application ConsentBy clicking
I Accept, you consent to receive the Artisan Funds' prospectus, privacy policy and account application electronically. You also agree to read and agree to the terms of these documents before investing. Your consent applies only to this request. If you request additional information you may be required to consent again.
To access the requested materials, you need Adobe Acrobat PDF Reader. If you do not currently have this program on your system, you can
download it for free or call 800.344.1770.
