15 August 2024
Milwaukee, Wisconsin. Artisan Partners is pleased to announce that the Artisan Partners U.S. Value Team Portfolio Managers Craig Inman, Daniel Kane and Thomas Reynolds received a 2024 Citywire Spain Award for Best Portfolio Manager & Group in the US Equity category. Citywire Spain recognized the team for its US Value Equity UCITS Fund, managed within the Artisan Value Equity Strategy composite, based on the Fund’s risk-adjusted returns for the three-year period ended 31 December 2023.
The U.S. Value team manages the Artisan Value Equity, U.S. Mid-Cap Value and Value Income Strategies. The team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The team believes that companies with these characteristics are less likely to experience eroding values over the long term.
“It is an honor to be recognized by Citywire for our efforts on behalf of our clients,” said Mr. Kane. “We believe investing in cash-producing businesses in strong financial condition that trade at undemanding valuations can compound our clients’ assets meaningfully over time.”
About the Citywire Spain Best Fund Manager & Group Award
Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the three-year period ended 31 December 2023 in Spain. These are based on the individual track records for all funds they have run in the sector over this period.
The Citywire Spain Best Fund Manager & Group Award should not be used as the sole basis for an investment decision. Citywire’s award is not a guarantee of future investment performance. Citywire does not sponsor, issue, sell or promote any funds. Citywire Spain received compensation from Artisan Partners for reprint rights.
Past performance does not guarantee and is not a reliable indicator of future results. Investments will rise and fall with market fluctuations and investor capital is at risk.
International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period. Investments will rise and fall with market fluctuations and investor capital is at risk. Investors investing in strategies denominated in non-local currency should be aware of the risk of currency exchange fluctuations that may cause a loss of principal. These risks, among others, are further described in Artisan Partners’ Form ADV, which is available upon request.
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