1 October 2009
Milwaukee, Wisconsin. Artisan Partners announced today that beginning on or about 8 January 2010 that it will no longer accept new accounts from employee benefit plans (including 401(k) plans and other types of defined contribution plans) and institutional investors. This is an amendment to Artisan’s partial closing of the firm’s U.S. mid-cap value strategy that was announced on 30 June 2009. Artisan may, at its discretion, allow certain pre-qualified employee benefit plans and institutional investors to fund their investments after 9 January 2010 if the new investments will not adversely affect Artisan Partners’ ability to manage the strategy effectively.
This material is intended for Eligible Counterparties within the meaning of the Markets in Financial Instruments Directive (MiFID) and as defined by the UK Financial Conduct Authority and is not intended for, or to be relied upon by, private individuals or retail investors as well as professional clients that do not meet the definition of Eligible Counterparty.
The information contained on this website, together with any related enclosures, has been prepared for informational purposes only and without taking into account any specific objectives financial situation or needs of any particular person who may receive it. It does not constitute and should not be construed as investment advice or an offer, invitation, proposal or recommendation of any financial product or service.
This website is operated by Artisan Partners UK LLP (APUK) and/or APEL Financial Distribution Services Limited (AP Europe). APUK is authorized and regulated by the UK Financial Conduct Authority and is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). APEL Financial Distribution Services Limited (AP Europe) is regulated by the Central Bank of Ireland. In the United Kingdom, issued by Artisan Partners UK LLP, 25 St. James’s St., Floor 10, London SW1A 1HA, registered in England and Wales (LLP No. OC351201). Registered office: Phoenix House, Floor 4, Station Hill, Reading Berkshire RG1 1NB. In Ireland, issued by Artisan Partners Europe, Fitzwilliam Hall, Fitzwilliam Pl, Ste. 202, Dublin 2, D02 T292. Registered office: 70 Sir John Rogerson’s Quay, Dublin 2, D02 R296 (Company No. 637966). Artisan Partners Limited Partnership (APLP), an investment adviser registered with the SEC, together with APUK and AP Europe are collectively, with their parent company and affiliates, referred to as Artisan Partners herein.
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