14 December 2012
Milwaukee, Wisconsin. 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. Since the inception of the award, it has been uncommon for two international equity managers from the same firm to be nominated in the same year. Morningstar will announce the winner of the award in early January.
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.The duo previously won the award in 2008 and was also nominated for the award in 2011.
Artisan’s Global Equity team is under the leadership of Mark Yockey, who was named Morningstar’s International-Stock Fund Manager of the Year in 1998. Mr. Yockey was nominated for his efforts managing the Artisan International and International Small Cap Funds. Mr. Yockey also co-manages the Artisan Global Equity Fund.
Last year, Artisan’s U.S. Value team won Morningstar’s Domestic-Stock Fund Manager of the Year in the U.S. The U.S. Value team is led by portfolio managers Scott Satterwhite, Jim Kieffer and George Sertl. The team won for its efforts managing the Artisan Small Cap Value, Mid Cap Value and Value Funds.
Artisan Partners CEO Eric Colson said, “We maintain autonomous investment teams to promote the creative perspectives that lead to value creation and we protect the time of our investment professionals to ensure they are focused primarily on their differentiated investment processes. Having multiple teams from our firm acknowledged for their long-term success by a highly-regarded firm like Morningstar illustrate the benefits of our distinctive investment culture.”
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’. 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.
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, Small Cap Value, Mid Cap Value and Value 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, U.S. Small-Cap Value, U.S. Mid-Cap Value and Value Equity 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.
Artisan Partners Limited Partnership is an investment advisory firm registered with the United States Securities and Exchange Commission (the “SEC”) and is not fully registered in any other jurisdiction outside of the United States. Artisan Partners UK LLP is an investment adviser registered with the SEC and authorised and regulated by the United Kingdom’s Financial Services Authority. Neither Artisan Partners US nor Artisan Partners UK has represented or will represent that it is otherwise registered with any regulator or regulatory body. Artisan Partners UK provides sub-advisory services to Artisan Partners US with respect to the Global Equity Strategy.
This press release 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 press release 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 the press release nor any other material relating to this press release have been submitted to the local regulatory authority for prior review or approval. This press release 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.
