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15 January 2014
Milwaukee, Wisconsin. Artisan Partners is pleased to announce that Morningstar has named David Samra and Dan O’Keefe of the Artisan Global Value team its International-Stock Fund Manager of the Year for 2013 in the U.S. The team manages the Artisan Global Value (ARTGX) and International Value (ARTKX) Funds.
Mr. Samra and Mr. O’Keefe have been nominated four times in the last six years, and this is the second win for the duo, having won the award previously in 2008.
On winning the award, David Samra said, "The consistent application of our value philosophy requires focus on both generating returns and managing risk. We are honored to receive this award from Morningstar in both bull and bear markets." Dan O’Keefe added, "Morningstar is known for its long-term perspective, independent thinking and a focus on responsible stewardship. These are our values as well and so it is a particular honor to receive this award."
Artisan Partners CEO Eric Colson said, "David and Dan have built a strong franchise with two great Funds. Morningstar's recognition of them over the past six years is testament to the offensive and defensive characteristics of their approach, which is critical to long-term wealth creation. As a firm, we are thrilled for them and appreciative of Morningstar’s confidence in the investment franchises we have developed at our firm over the past 20 years."
Artisan Partners has received a total of nine nominations across four investment teams for the International Stock Fund Manager and Domestic-Stock Fund Manager of the Year awards. Today‘s announcement marks the fourth time Artisan Partners has received the prestigious Morningstar Fund Manager of the Year award since the firm’s founding in 1994.
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 fund 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 Funds. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar’s current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund’s or the fund’s underlying securities’ creditworthiness.
Past performance is not indicative of future results. For current to most recent month-end performance on each of the Artisan Partners Funds mentioned, please click here.