Jim Hamel, Portfolio Manager for Artisan Global Opportunities, Artisan Mid Cap and Artisan Small Cap Funds, discusses what he sees as attractive about the technology and health care sectors right now.
This material represents the views of the manager as of 13-Nov-12. The views and opinions expressed are based on current market conditions, which will fluctuate and those views are subject to change without notice. While the information contained herein is believed to be reliable, there no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
Past performance does not guarantee future results. For further information regarding the funds managed by the Artisan Growth team, including current and most recent month-end performance, please click on the fund below.
Artisan Global Opportunities Fund
Artisan Mid Cap Fund
Artisan Small Cap Fund
Investors should consider carefully before investing the Fund’s investment objective, risks and charges and expenses. For a prospectus or summary prospectus, which contains that information and other information about the Fund, please call us at 800.344.1770. Please read the prospectus or summary prospectus carefully before you invest or send money.
Equity investing involves risk, including business, economic and market risks. Growth securities may underperform other asset types during a given period. Artisan Global Opportunities Fund & Artisan Mid Cap Fund: International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of medium-sized companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Artisan Small Cap Fund: Securities of smaller companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies.
For the purpose of determining the Funds’ holdings, securities of the same issuer are aggregated to determine the weight in the Funds. The discussion of portfolio holdings does not constitute a recommendation of any individual security. The holdings mentioned in the commentary comprised the following percentages of Artisan Global Opportunities Fund’s total assets as of 30-Sep-12: EMC Corp 3.7%; Citrix Systems Inc 1.3%; SAP AG 1.7%; Salesforce.com Inc 1.8%; Apple Inc 4.8%; ARM Holdings PLC 2.3%; Cerner Corp 1.8%; Regeneron Pharmaceuticals Inc 4.3%; Biogen Idec Inc 3.3%. The holdings mentioned in the commentary comprised the following percentages of Artisan Mid Cap Fund’s total assets as of 30-Sep-12: Citrix Systems Inc 1.4%; Salesforce.com Inc 2.0%; ARM Holdings PLC 2.0%; Cerner Corp 2.6%; Regeneron Pharmaceuticals Inc 3.6%. Artisan Small Cap Fund did not hold any of the stocks mentioned in the commentary as of 30-Sep-12. Portfolio holdings are subject to change without notice and are not intended as recommendations of individual securities.
Artisan Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Funds, is wholly owned by Artisan Partners Holdings LP.
12/21/12 – A12667L