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.
The financial services and products described on this website are intended to be made available only to persons in the United States. This website does not constitute an offer or recommendation by Artisan Partners or any of its affiliated entities (collectively, "Artisan Partners") of securities or services to, or a solicitation by Artisan Partners of an offer to buy securities or services from, any person residing in a jurisdiction outside the United States in which such an offer or solicitation would be unlawful under the applicable laws and regulations. Materials on this website are informational only and should not be taken as investment recommendation or advice of any kind whatsoever (whether impartial or otherwise).
Artisan Partners offers investment strategies in the form of institutional separately managed accounts. Investment advisory services are offered through Artisan Partners Limited Partnership (APLP), an investment adviser registered with the U.S. Securities and Exchange Commission. The information contained herein is not intended to constitute, or be construed as, investment advice and any portfolio data or characteristics relating to individual accounts managed to an investment strategy, including pooled investment vehicles, may vary from what is shown for the strategy model portfolio or composite of accounts.
Artisan Partners Funds are distributed through Artisan Partners Distributors LLC, member FINRA, a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is owned by Artisan Partners Holdings, LP. Artisan Partners Limited Partnership does not provide investment advice directly to shareholders of the Artisan Partners Funds.
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