12 January 2017
Milwaukee, Wisconsin. Artisan Partners is pleased to announce portfolio managers David Samra and Dan O’Keefe of the firm’s Global Value team have been nominated for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the U.S. Morningstar will announce the winner of the 2016 award on January 25, 2017.
Mr. Samra and Mr. O’Keefe were nominated for their efforts managing Artisan International Value Fund. They also manage Artisan Global Value Fund. The team previously won the award in 2008 and 2013 and was also nominated for the award in 2011 and 2012 and 2014, making this the sixth year in the last nine that the team has received a nomination.
Artisan Partners 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 11 nominations across four investment teams for the International-Stock Fund Manager and Domestic-Stock Fund Manager of the Year awards, resulting in four wins to date.
Artisan Partners CEO Eric Colson said, “We are a talent-driven business and this year’s nomination recognizes the incredible investment talent of David Samra and Dan O’Keefe. We are honored that our Global Value team has been recognized repeatedly over the last several years by a high-quality organization like Morningstar. David and Dan have built a great franchise.”
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’. 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 research and in-depth qualitative evaluation by Morningstar’s Manager Research Group. Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC.
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 US mutual funds which are available to US citizens and legal residents only. Artisan Global Value and International Value Funds are managed utilizing the same portfolio management team and substantially similar investment methodologies as the Artisan Global Value and Non-U.S. Value 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. Past performance is not indicative of future results.
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.
