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4 January 2012
Milwaukee, Wisconsin. Artisan is pleased to announce that Morningstar has named Scott Satterwhite, Jim Kieffer and George Sertl of the Artisan U.S. Value team its Domestic-Stock Fund Manager of the Year for 2011 in the U.S. The team manages the Artisan Value (ARTLX), Mid Cap Value (ARTQX) and Small Cap Value (ARTVX) Funds. According to Morningstar "the three funds have shined over the long haul and in a variety of markets." Karen Dolan, director of mutual fund analysis for Morningstar also praised the team by saying it has "distinguished itself as good stewards of shareholder capital in their decision to close Small Cap Value and Mid Cap Value before assets hindered their process."
On winning the award, Scott Satterwhite said, "We are truly honored to receive this kind of recognition from Morningstar. It is meaningful to us because we value long-term results and alignment with shareholders and the award places a strong emphasis on those traits."
Today's announcement marks the third time Artisan Partners has received the prestigious Morningstar Fund Manager of the Year award since the firm’s founding in 1994. Artisan Partners is only the fourth firm in the history of the award to have received three equity Fund Manager of the Year awards.
Eric Colson, CEO of Artisan Partners said, "Scott, Jim and George have built a strong franchise with three great Funds. As a firm, we are thrilled for them and the fact that we have now had members of three out of our five investment teams named Morningstar Fund Manager of the Year. As a firm, we are constantly focused on creating an environment where those five teams can remain committed to their own unique, active investment processes in order to achieve our goal of delivering attractive long-term results for shareholders. We believe this recognition from a well-respected firm like Morningstar validates the benefits of our business model."
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'. 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.
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.