23 March 2023
Milwaukee, Wisconsin. Artisan Partners is pleased to announce Artisan Global Value Fund (ARTGX) has been named a recipient of the 2023 Investor’s Business Daily (IBD) award for Best International Stock Funds. The Fund is managed by lead portfolio manager Dan O’Keefe. The award recognizes the fund’s outperformance of the benchmark and commitment to delivering attractive returns to its investors.
IBD is a leading financial news and research organization that provides investors with information on the stock market and investment strategies. Each year, IBD recognizes a variety of top-performing mutual funds and fund managers in various categories through its annual awards program. Each winning fund has beat its benchmark for the past one, three, five and ten years. For 2023, IBD compared the returns of 635 international stock funds that have been around for at least 10 years and found that only 66 funds beat the benchmark— the MSCI EAFE Index — in those four periods.
This announcement is for information purposes only and does not constitute an offer, an invitation or a solicitation for investment or subscription for shares of funds or investment services in any country. Any person who is in possession of this material is hereby notified that no action has or will be taken that would allow an offering of any Artisan Partners product or service unless in compliance with local regulations. Neither this announcement nor any other material relative to this announcement have been submitted to any local regulatory authority for prior review or approval. This material is intended for the recipient’s information and use only and may not be distributed or made available (in whole or in part) in any local jurisdiction, directly or indirectly, except as permitted by local law and regulation.
Carefully consider the Fund’s investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800.344.1770. Read carefully before investing.
Current and future portfolio holdings are subject to risk. The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. 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. Past performance is no guarantee of future results.
In determining award winners, Investor Business Daily’s analysis uses Morningstar data for each fund’s historical risk-adjusted return compared to the MSCI EAFE index as of 31 December 2022. MSCI EAFE Index measures the performance of developed markets, excluding the US and Canada. The index is unmanaged; includes net reinvested dividends; does not reflect fees or expenses; and is not available for direct investment. Past performance does not guarantee and is not a reliable indicator of future results. Artisan Partners has paid for the licensing and digital use of the Investor Business Daily’s award logo.
Investor Business Daily (IBD) is a registered trademark of Investor's Business Daily, Inc. Artisan Partners has paid a fee to IBD for the use of its logo in this press release. This payment does not constitute an endorsement of Artisan Partners by IBD or any of its affiliates. The views expressed in this press release are solely those of Artisan Partners and do not necessarily reflect the views of IBD or any of its affiliates.
Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is 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 wholly owned by Artisan Partners Holdings LP.