1 February 2012
Milwaukee, Wisconsin. Artisan announced today that it has named Daniel L. Kane, CFA, associate portfolio manager on the firm’s U.S. Value team, which manages Artisan Value, Mid Cap Value and Artisan Small Cap Value Funds. He joins the existing U.S. Value portfolio management team of Scott C. Satterwhite, CFA, James C. Kieffer, CFA and George O. Sertl, Jr., CFA, recipients of Morningstar’s 2011 Domestic-Stock Fund Manager of the Year award in the U.S.
Mr. Kane started on the U.S. Value team as an analyst in 2008. Prior to joining Artisan, Mr. Kane was a senior small cap investment analyst at BB&T Asset Management, Inc. from August 2005 to March 2008. Mr. Kane began his investment career as a domestic equities securities analyst at the State of Wisconsin Investment Board in 1998. Mr. Kane has a BBA in Finance from University of Wisconsin-Madison and an MBA from the University of Chicago Booth School of Business.
In announcing the promotion, Mr. Satterwhite said, “Dan’s contributions to the team have been critical to our success over the past four years. This promotion is recognition of those contributions and an indication of our interest in Dan being part of this team long term.”
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.
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