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Home > Financial Services > Mutual Funds > Artisan
Artisan
Artisan Partners Limited Partnership is an independent, multi-product investment management firm founded in 1995 that currently manages more than 48.9 billion dollars in assets as of 31st Mar 06. The firm is based in Milwaukee and has investment teams located in San Francisco and Atlanta. Since foundation, Artisan has hired experienced investment professionals to manage client assets. These individuals, all owners in the firm, are dedicated to each of the Firm's investment strategies, bringing clients the benefits of focused investment management.
Artisan Funds has always recognized the right of an investor to expect an exceptional level of privacy in their financial affairs. Artisan has various types of mutual funds like International fund, International small cap fund, International value fund, mid cap fund, mid cap value fund, Opportunistic value fund, small cap fund, small cap value fund.
Artisan International Inv fund seeks long-term capital growth. It ordinarily invests at least 65 percent of assets in stocks of foreign companies in a portfolio that is broadly diversified by country, industry and company. Investments are generally traded in currencies other than U.S. dollars, so the fund buys and sells foreign currencies to facilitate transactions in portfolio securities. It usually does not hedge against possible variations in exchange rates. The maximum investment in any single industry is 25 percent and no more than 5 percent of assets may be invested in securities of a single issuer.
The Fund typically holds between 80-120 stocks, diversified across most major sectors and typically at least 18 countries. The team invests primarily in developed markets, but also may invest up to 15 percent of the Fund's net assets at market value at the time of purchase in emerging markets. Final exposures are a residual of stock selection within acceptable diversification and risk management parameters.
Artisan International Small Cap seeks long-term capital growth. It invests at least 80 percent of assets in stocks of small foreign companies and may invest up to 20 percent of assets in larger companies. It seeks growth stocks of smaller international companies that present accelerating growth prospects. For defensive purposes it may invest up to 100 percent of assets in cash, cash equivalents or short-term government obligations.
Changing demographics, developing technology, privatization of economic resources and outsourcing are among the long-term catalysts for change that currently form the basis for the team's investment themes. The team incorporates these catalysts along with sector and regional fundamentals into a long-term global framework for investment analysis and decision-making.
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