6 January 2015
Milwaukee, Wisconsin. Artisan Partners is pleased to announce, for the fourth year in a row, 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 2014 award on January 21st.
Mr. Samra and Mr. O’Keefe were nominated for their efforts managing Artisan Global Value and International Value Funds. This team previously won the award in 2008 and 2013 and was also nominated for the award in 2011 and 2012, making this the fifth year in the last seven 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 ten 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 believe that consistent long-term results are driven by experienced investors executing a well-defined process with discipline. We are honored that our Global Value team has been recognized by a high quality organization like Morningstar repeatedly over the last seven years. David and Dan have built a great franchise. The recognition is testament to their efforts and the longterm track record they have produced.”
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 manager research 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 Partners 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 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.
