24 March 2023
Milwaukee, Wisconsin. Artisan Partners is pleased to announce the U.S. mutual fund managed to the Artisan International Value Strategy received three 2023 Lipper Fund Awards. The Fund, managed by lead portfolio manager David Samra, was named best fund over the three-, five- and ten-year time periods in Lipper’s International Large-Cap Value Funds category.
Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five- and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance.
About Refinitiv Lipper Fund Awards
For more than 30 years and in over 17 countries worldwide, the highly-respected Refinitiv Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.
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. Investments will rise and fall with market fluctuations and investor capital is at risk. Investors investing in strategies denominated in non-local currency should be aware of the risk of currency exchange fluctuations that may cause a loss of principal. Past performance does not guarantee and is not a reliable indicator of future results.
Artisan Partners Limited Partnership (APLP) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Artisan Partners UK LLP (APUK) is authorized and regulated by the Financial Conduct Authority and is a registered investment adviser with the SEC. APEL Financial Distribution Services Limited (AP Europe) is authorized and regulated by the Central Bank of Ireland. APLP, APUK and AP Europe are collectively, with their parent company and affiliates, referred to as Artisan Partners herein. Artisan Partners is not registered, authorised or eligible for an exemption from registration in all jurisdictions. Therefore, services described herein may not be available in certain jurisdictions. Artisan U.S. mutual funds are typically only available to U.S. investors and this material is not intended as an offer or solicitation of any fund or fund shares. This material does not constitute an offer or solicitation where such actions are not authorised or lawful, and in some cases may only be provided at the initiative of the prospect. Further limitations on the availability of products or services described herein may be imposed.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. Winners may be selected based off the lowest fee available share class and classifications of other higher-fee shares would vary. For more information, see https://lipperalpha.refinitiv.com/lipper/lipper-leaders-methodology/. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, you should not make an investment decision on the basis of this information. Rather, you should use the Lipper Ratings for informational purposes only. Artisan has paid compensation to Lipper for the rights to use the Lipper Fund Awards logo in our marketing. Certain information provided by Refinitiv Lipper may relate to securities that may not be offered, sold or delivered within the United States (or any State thereof) or to, or for the account or benefit of, United States citizens. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. Refinitiv Lipper is not responsible for the accuracy, reliability or completeness of the information that you obtain from Refinitiv Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Refinitiv Lipper or any of its affiliates. Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All rights reserved. Used under license.
