News, Commentary & Archives

> <
Publisher Title A/V Date
Morningstar

Artisan’s Stellar Managers Earn Plenty of Medals

Artisan Partners has thrived in recent years. How has Artisan succeeded? First, by hiring investors who, by and large, already owned proven track records. The firm also has given them freedom to live where they want, build teams as they see fit, and close funds before they grow too large. Morningstar analysts take a closer look at some of those teams.

Featured Funds: Global Opportunities, Global Value, International, International Small Cap, International Value, Mid Cap, Mid Cap Value, Small Cap, Small Cap Value, Value

03/24/2014
Artisan

Three Artisan Funds Win Four Lipper Awards

Artisan Partners is pleased to announce that three Artisan Funds have received a total of four 2014 Lipper U.S. Fund Awards

Featured Funds: International, International Small Cap, International Value

03/21/2014
Artisan

Artisan Partners Opens High Income Fund

Artisan Partners launched a new fixed income fund, Artisan High Income Fund (ARTFX, APDFX) on March 19, 2014. The Fund is managed by Bryan C. Krug, who also leads the Artisan Partners Credit team.

Featured Funds: High Income

03/19/2014
The Wall Street Transcript

Pursuing Global Growth Equities

Jim Hamel of the Artisan Growth Team discusses some key trends the Growth Team believes are driving profit acceleration now.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

03/17/2014
Artisan

Artisan Partners Announces Further Closing of Global Value Strategy

Artisan Partners will be closing its Global Value strategy, including Artisan Global Value Fund, to most new investors.

Featured Funds: Global Value

01/28/2014
Morningstar

Outperforming in Up and Down Markets

Morningstar’s 2013 International-Stock Fund Managers of the Year in the U.S. Dan O’Keefe and David Samra explain what powered their funds’ peer-beating returns in both 2008 and 2013.

Featured Funds: Global Value, International Value

Video 01/15/2014
Artisan

David Samra and Dan O’Keefe Receive Morningstar’s 2013 International-Stock Fund Manager of the Year Award in the U.S.

Morningstar names David Samra and Dan O’Keefe of the Artisan Global Value team its International-Stock Fund Manager of the Year for 2013 in the U.S.

Featured Funds: Global Value, International Value

01/15/2014
Morningstar

Announcing the Morningstar Fund Managers of the Year for 2013

David Samra and Dan O’Keefe of the Artisan Global Value team are Morningstar’s 2013 International-Stock Fund Manager of the Year in the U.S.

Featured Funds: Global Value, International Value

01/15/2014
Morningstar

2013 Nominees for International-Stock Fund Manager of the Year

Two Artisan Partners Portfolio Management Teams Receive Repeat Nominations for Morningstar’s International-Stock Fund Manager of the Year Award in the U.S.

Featured Funds: Global Value, International, International Value

01/07/2014
Artisan

Two Artisan Partners Portfolio Management Teams Receive Repeat Nominations for Morningstar’s International-Stock Fund Manager of the Year Award in the U.S.

Artisan Partners is pleased to announce that for the second year in a row portfolio managers on both the Artisan Global Value and Artisan Global Equity teams have been nominated for Morningstar’s Manager of the Year Awards.

Featured Funds: Global Value, International, International Value

01/06/2014
Investment Week

Capitalising on Global Growth through Multi-nationals

Mark Yockey, portfolio manager of the Global Equity team at Artisan Partners, takes a look under the hood of three multi-national companies.

Featured Funds: International

12/16/2013
Barron’s

The Value Seekers

In an interview with Barron’s, Dan O’Keefe and David Samra, portfolio managers of Artisan Partners Global Value Team, highlight several stocks from across the globe that fit their investment criteria.

Featured Funds: Global Value

11/18/2013
Investment Week

Global Growth

Jim Hamel, lead portfolio manager of Artisan Global Opportunities Fund, discusses key secular trends he believes is driving profit acceleration for certain growth stocks.

Featured Funds: Global Opportunities

10/30/2013
Investment Week

George Sertl on North America

George Sertl, portfolio manager of Artisan Partners U.S. Value Team, discusses the quality and valuation advantage of U.S. large-cap stocks.

Featured Funds: Mid Cap Value, Small Cap Value, Value

10/09/2013
Artisan

Portfolio Management Update for Artisan Partners U.S. Value Team

Artisan Partners announces portfolio management team updates for its U.S. Value team.

Featured Funds: Mid Cap Value, Small Cap Value, Value

09/30/2013
Artisan

Portfolio Management Update for Artisan Partners Growth Team

Artisan Partners announces portfolio management team updates for its Growth team.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

09/30/2013
Artisan

The Importance of Capital Allocation

George Sertl, Portfolio Manager for Artisan Value Fund, Artisan Mid Cap Value Fund and Artisan Small Cap Value Fund discusses the importance of a company’s capital allocation and how it is factored into the team’s investment process.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 08/22/2013
Artisan

Technology as a Value Sector

George Sertl, Portfolio Manager for Artisan Value Fund, Artisan Mid Cap Value Fund and Artisan Small Cap Value Fund discusses how technology has become a value sector.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 08/22/2013
Artisan

Is it “Winner Take All” in Smartphones? Apple vs. Samsung Electronics

George Sertl, Portfolio Manager for Artisan Value Fund, discusses why the Artisan Value Equity fund has large positions in both Apple and Samsung Electronics and why he thinks it is not “winner take all” in the global smartphone market.

Featured Funds: Value

Video 08/22/2013
Artisan

Unique from other Value Managers

George Sertl, Portfolio Manager for Artisan Value Fund, Artisan Mid Cap Value Fund and Artisan Small Cap Value Fund discusses what makes the Value team’s process unique from other value managers.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 08/22/2013
Artisan

The Case for Large Caps

George Sertl, portfolio manager of Artisan Partners U.S. Value Team discusses why he is seeing the most value in large caps.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 08/22/2013
Artisan

Artisan Partners Launches Global Small Cap Fund

Artisan Partners will launch a new active equity fund, Artisan Global Small Cap Fund (ARTWX) on Tuesday, June 25, 2013. The fund will be managed by the Artisan Partners Global Equity team.

Featured Funds: Global Small Cap

06/24/2013
Artisan

Aerospace

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses why he thinks the aerospace industry offers attractive long-term growth potential.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Changes in International Investing

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, provides his perspective on how the world of international investing has changed over the last 20 years.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Europe Opportunities & Risks

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses some of the opportunities and risks associated with Europe.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Global Consumer

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses investment opportunities that are being driven by the global consumer.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Global Investing

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses why domicile isn’t particularly relevant when looking for good companies to invest in on a global basis.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Global Themes

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses some of the long-term secular trends and themes the team has identified in global markets.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Investment Process Evolution

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses how the team’s investment process has evolved over time.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Investment Team Evolution

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses how the investment team has evolved over the years.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Japan

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses the troubled Japanese economy and the areas in Japan where the team is finding (and not finding) investment opportunities.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Japanese Auto Manufacturers

Mark Yockey, Portfolio Manager for Artisan International Fund, discusses the attractiveness of Japanese auto manufacturers.

Featured Funds: International

Video 06/13/2013
Artisan

Market Volatility

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses why he doesn’t worry about market volatility.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Sustainable Growth

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses how he defines sustainable growth.

Featured Funds: Global Equity, International

Video 06/13/2013
Artisan

Valuations

Mark Yockey, Portfolio Manager for Artisan Global Equity and Artisan International Funds, discusses current market valuations.

Featured Funds: Global Equity, International

Video 06/13/2013
The No-Load Fund Investor

Artisan’s Global Trio

Artisan offers three mutual funds that invest significant portions of their assets in U.S. as well as foreign stocks. Though each boasts an impressive record of performance, they are managed by independent teams with their own methods of stock picking and portfolio construction.

Featured Funds: Global Equity, Global Opportunities, Global Value

03/31/2013
Artisan

Artisan Global Equity Fund - Celebrating a Solid 3-Year Track Record

The Artisan Global Equity team believes that its continued focus on high-quality growth companies and its commitment to its investment process have been key ingredients to its outperformance relative to the Index

Featured Funds: Global Equity

03/31/2013
Artisan

Three Artisan Funds Win Five Lipper Awards

Artisan Partners is pleased to announce that three Artisan Funds have received a total of five 2013 Lipper U.S. Fund Awards.

Featured Funds: Global Value, International Small Cap, International Value

03/15/2013
Artisan

Artisan Partners Global Equity Team Changes

Artisan Partners announces portfolio manager changes to its Global Equity team.

01/11/2013
Artisan

Artisan Global Value Fund Hits 5-Year Anniversary

Artisan Global Value Fund reached its 5-Year Anniversary in December. The Fund has a long-term track record of outperformance, an experienced team and a disciplined investment approach.

Featured Funds: Global Value

01/04/2013
Artisan

2012 Artisan Fund Distributions Paid

Artisan Funds ordinary income and capital gains distributions are now available...

12/19/2012
MorningstarTM

Nominees for International-Stock Fund Manager of the Year

Artisan Partners receives two of four nominations for Morningstar’s 2012 International-Stock Fund Manager of the Year in the U.S.

Featured Funds: Global Value, International, International Small Cap, International Value

12/14/2012
Artisan

Two Artisan Partners Portfolio Management Teams Nominated for Morningstar’s International-Stock Fund Manager of the Year for 2012 in the U.S.

Artisan Partners is pleased to announce portfolio managers on both the Artisan Global Value and Artisan Global Equity teams have been nominated for Morningstar’s International-Stock Fund Manager of the Year for 2012 in the U.S.

Featured Funds: Global Value, International, International Small Cap, International Value

12/14/2012
Artisan

Different From Other Global Managers

Jim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, discusses what differentiates his team’s approach to global investing.

Featured Funds: Global Opportunities

Video 11/13/2012
Artisan

A Good Time for Growth Stocks

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses why he believes it’s a good time to invest in growth stocks

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Advantages of a Global Approach

Jim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, discusses what he believes are the advantages of a global investment approach.

Featured Funds: Global Opportunities

Video 11/13/2012
Artisan

Process and Philosophy

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the team’s investment philosophy.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Team Evolvement

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the investment team and how it has evolved over the years.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Organization of Research Efforts and Division of Responsibilities

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the organization of research efforts and division of responsibilities.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Capital Allocation Process

Jim Hamel, Portfolio Manager for Artisan Global Opportunities Fund, describes the capital allocation process.

Featured Funds: Global Opportunities

Video 11/13/2012
Artisan

Secular Growth Trends

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses the role secular growth trends play in the team’s investment research process.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Opportunities in Technology & Health Care

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses what he sees as attractive about the tech and health care sectors right now.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Market Environments

Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses types of market environments that tend to be more challenging than others.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 11/13/2012
Artisan

Emerging Markets Exposure

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds discusses the team’s views on emerging markets.

Featured Funds: Global Value, International Value

Video 11/13/2012
Artisan

Macroeconomic Challenges

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses how macroeconomic issues can distract investors from stock fundamentals.

Featured Funds: Global Value, International Value

Video 11/13/2012
Artisan

Advantages of a Global Approach

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses what he believes are the advantages of a global investment approach.

Featured Funds: Global Value, International Value

Video 11/13/2012
Artisan

Different From Other Global Managers

Dan O’Keefe, Portfolio Manager for Artisan Global Value Fund, discusses what differentiates his team’s approach to global investing.

Featured Funds: Global Value

Video 11/13/2012
Artisan

Global Value 5-Year Anniversary

Dan O’Keefe, Portfolio Manager for Artisan Global Value Fund discusses the fund’s performance over the past five years.

Featured Funds: Global Value

Video 11/13/2012
Artisan

Characteristics of a Business

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses the key characteristics the team looks for in a business.

Featured Funds: Global Value, International Value

Video 11/13/2012
Artisan

Common Mistakes of Value Investors

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses some of the common mistakes value investors make.

Featured Funds: Global Value, International Value

Video 11/13/2012
Artisan

Growth is a Component of Value

Dan O’Keefe, Portfolio Manager for Artisan Global Value and Artisan International Value Funds, discusses how the market environment over the past several years has enabled the team to buy some of the world’s best “growth” companies at attractive valuations.

Featured Funds: Global Value, International Value

Video 11/13/2012
Barron’s

A Common-Sense Style

Barron’s interviews Mark Yockey, Portfolio Manager for the Artisan International Fund, discussing his creative approach and common-sense thinking.

Featured Funds: International

09/01/2012
Fortune

Finding Growth in Barren Times

Andy Stephens, Portfolio Manager for Artisan Mid Cap Fund, speaks to Fortune about his team’s strategy and where they are finding innovation.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

08/13/2012
Artisan

Alpha Doesn’t Know There is a Calendar

Portfolio Manager Jim Kieffer discusses the types of market environments that favor the team’s risk-aware approach and those that typically do not.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

Why Consensus is Not Necessary

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, explains why consensus is not necessary for a stock to get in the portfolio.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

Investment Approach

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the team’s investment approach.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

Benchmark Agnostic

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses being benchmark agnostic.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

Financials Sector

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses why they own property & casualty insurers and why they do not find banks and REITs particularly attractive.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

The Main Characteristics of a Business

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the main characteristics the team looks for in a business.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
Artisan

Factoring in Macroeconomic Forces

Jim Kieffer, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses how macroeconomic forces factor into the team’s bottom-up investment process.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 06/21/2012
InvestmentNews

Finding undervalued global stocks by getting ‘under the hood’

David Samra, Portfolio Manager for Artisan International Value and Global Value Funds discusses how he finds undervalued global stocks.

Featured Funds: Global Value, International Value

06/04/2012
Lipper

Artisan Value Fund Wins 2012 Lipper Fund Award

Artisan is pleased to announce that Artisan Value Fund (ARTLX) has won a 2012 U.S. Lipper Fund Award.

Featured Funds: Value

03/09/2012
Lipper

2012 Lipper Fund Award Video

Jim Kieffer, portfolio manager of the award-winning Artisan Value Fund (ARTLX), discusses his team’s approach to value investing and how the fund is positioned given the current market environment.

Featured Funds: Value

03/09/2012
Bloomberg

Google Big Over Facebook in Value Play

Dan O’Keefe, Portfolio Manager for Artisan Global Value and International Value Funds, discusses the team’s views on growth as a component of value.

Featured Funds: Global Value, International Value

Video 02/16/2012
Artisan

Identifying Secular Growth Trends

Matt Kamm, Portfolio Manager for Artisan explains how the team’s investment process leads to the identification of secular growth trends that drive the profit cycles of companies in the portfolio.

Featured Funds: Global Opportunities, Mid Cap, Small Cap

Video 02/10/2012
Artisan

Daniel L. Kane Named Associate Portfolio Manager on Artisan Partners’ U.S. Value Team

Artisan announced today that it has named Daniel L. Kane, CFA, associate portfolio manager on the firm’s U.S. Value team.

Featured Funds: Mid Cap Value, Small Cap Value, Value

02/01/2012
Artisan

Artisan Global Equity Team Promotions

Artisan announced today the promotions of Charles-Henri Hamker and Andrew J. Euretig on the firm’s Global Equity team.

Featured Funds: Global Equity, International, International Small Cap

02/01/2012
Artisan

Value Investing Webcast

Artisan Partners CEO Eric Colson provides an introduction to the firm and his perspective on what makes Artisan’s business model unique. Portfolio Managers Jim Kieffer and Dan O’Keefe talk about their approaches to value investing in the current market environment.

Featured Funds: Global Value, International Value, Mid Cap Value, Small Cap Value, Value

01/26/2012
Kiplinger

Artisan’s Yockey Sees a Better Year for Foreign Stocks

Mark Yockey discusses the global investing opportunities his team currently finds attractive.

Featured Funds: International

01/22/2012
Forbes

Steve Forbes Interview (Part 2) – Stocks the Team Likes Now

Jim Kieffer, Portfolio Manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to talk about recent performance and why he thinks Apple, Microsoft and Wal-Mart are stronger than investors may think.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 01/17/2012
Forbes

Steve Forbes Interview (Part 1) – The Secret to Success as a Value Investor

Jim Kieffer, Portfolio Manager for Artisan Value, Mid Cap Value and Small Cap Value Funds, recently sat down with Steve Forbes to discuss value investing and why three heads are sometimes better than one.

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 01/13/2012
Artisan

2011 Morningstar Domestic-Stock Fund Manager of the Year Award Winner

Scott Satterwhite, Portfolio Manager for Artisan Value, Artisan Mid Cap Value and Artisan Small Cap Value Funds, discusses the team’s thoughts on winning Morningstar’s 2011 Domestic-Stock Fund Manager of the Year Award

Featured Funds: Mid Cap Value, Small Cap Value, Value

Video 01/05/2012

Prospectus