6 January 2014
Milwaukee, Wisconsin. Artisan Partners is pleased to announce, for the second year in a row, portfolio managers on both its Global Value and Global Equity teams have been nominated for Morningstar’s International-Stock Fund Manager of the Year award in the U.S. Since the inception of the award, having two portfolio teams nominated in the same category is extremely rare, and in consecutive years, rarer still. Morningstar will announce the winner of the 2013 award on January 15th.
Artisan’s Global Value team, led by portfolio managers David Samra and Dan O’Keefe, was nominated for its efforts managing the Artisan Global Value and International Value Funds. This team previously won the award in 2008, and was also nominated for the award in 2011 and 2012 making this the fourth year in the last six this team has received a nomination.
Artisan’s Global Equity team is under the leadership of Mark Yockey, Charles Hamker, Andrew Euretig and David Geisler. Mark Yockey was named Morningstar’s International-Stock Fund Manager of the Year in 1998 and was also nominated for the award in 2012. Mr. Yockey was nominated this year for his efforts managing the Artisan International Fund. Mr. Yockey also co-manages the Artisan International Small Cap and Global Equity Funds, as well as the recently launched Artisan Global Small Cap Fund.
Artisan has a long history of being recognized by Morningstar for its outstanding portfolio management teams and risk-adjusted performance results. The firm has received a total of nine nominations across four investment teams for the International-Stock Fund Manager and Domestic-Stock Fund Manager of the Year awards, resulting in three wins to date.
Artisan Partners CEO Eric Colson said, “Recognition from Morningstar for the Manager of the Year award is a great honor. It reinforces the value of our investment culture, our talent-focused business model and the quality of our autonomous teams. For our Global Equity and Global Value teams, it is a testament to the investment franchises they have each built. The repeat recognition of both teams proves that when a time tested process is executed with discipline over time it lays the foundation for repeatable results. ”
Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. Beginning in 2012, nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its fund analysts.
Morningstar Inc.’s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell, or promote any open-end mutual funds including the Artisan Funds.
Artisan Partners Funds, Inc. is a series of U.S. mutual funds which are available to U.S. citizens and legal residents only. Artisan Global Value, International Value, International, International Small Cap, Global Equity, and Global Small Cap Funds are managed utilizing the same portfolio management team and substantially similar investment methodologies as the Artisan Global Value, Non-U.S. Value, Non-U.S. Growth, Non-U.S. Small-Cap Growth, Global Equity and Global Small-Cap Growth investment strategies, respectively. This material is for informational purposes only and is not intended as a solicitation or recommendation for shares of any Artisan Partners Fund.
This announcement is for information purposes only and does not constitute an offer, an invitation or a solicitation for investment or subscription for shares of funds or investment services in any country. Any person who is in possession of this material is hereby notified that no action has or will be taken that would allow an offering of any Artisan Partners product or service unless in compliance with local regulations. Neither this announcement nor any other material relating to this announcement, have been submitted to any local regulatory authority for prior review or approval. This material is intended for the recipient’s information and use only and may not be distributed or made available (in whole or in part) in any local jurisdiction, directly or indirectly, except as permitted by local law and regulation.
