21 March 2014
Milwaukee, Wisconsin. Artisan Partners is pleased to announce that three Artisan Funds have received a total of four 2014 Lipper U.S. Fund Awards. Lipper Fund Awards are presented to mutual funds that have demonstrated consistently strong risk-adjusted returns compared with peers over the three, five and 10-year periods.
Artisan International Value Fund, Institutional Class, managed by portfolio managers David Samra and Daniel O’Keefe, was named best fund over the three-year time period in Lipper’s International Multi-Cap Core Funds category.
Artisan International Fund, Institutional Class, managed by portfolio manager Mark Yockey and associate portfolio managers Charles-Henri Hamker and Andrew Euretig, was named best fund over the three-year and five-year time periods in Lipper’s International Large-Cap Growth Funds category.
Artisan International Small Cap Fund, Investor Class, managed by portfolio managers Mark Yockey and Charles-Henri Hamker, was named best fund over the 10-year time period in Lipper’s International Small/Mid-Cap Growth Funds category.
| Fund | Time Period Ended 30-Nov-13 | Lipper Classification | # of Funds in Category |
|---|---|---|---|
| Artisan International Value Fund, Institutional Class | 3 Years | International Multi-Cap Core | 298 |
| Artisan International Fund, Institutional Class | 3 Years | International Large-Cap Growth | 122 |
| Artisan International Fund, Institutional Class | 5 Years | International Large-Cap Growth | 114 |
| Artisan International Small Cap Fund, Investor Class | 10 Years | International Small/Mid-Cap Growth Funds | 66 |
About Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.
Lipper Awards are granted annually to the funds in each Lipper classification that achieve the highest score for Consistent Return, a measure of funds’ historical risk-adjusted returns, measured in local currency, relative to peers. Winners are selected using the Lipper Leader rating for Consistent Return for funds with at least 36 months of performance history as of 30-Nov-13. Awards are presented for the highest Lipper Leader for Consistent Return within each eligible classification over 3, 5 or 10 years. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper awards are not intended to predict future results. Past performance does not guarantee future results.
Artisan Partners Funds, Inc. is a series of U.S. mutual funds which are available to U.S. citizens and legal residents only. Artisan International Value, International and International Small Cap Funds are managed utilizing the same portfolio management team and substantially similar investment methodologies as the Artisan Non-U.S. Value, Non-U.S. Growth and Non-U.S. 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 information 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 announcement nor any other material relating to this announcement, have been submitted to the 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.
