28 February 2022
Milwaukee, Wisconsin. Artisan Partners announced today that it launched the Artisan Value Income Strategy. The Strategy is managed by the Artisan Partners U.S. Value Team, led by Portfolio Managers Thomas Reynolds, Daniel Kane and Craig Inman. In managing the Value Income Strategy, they will leverage the same investment philosophy and process as utilized by the U.S. Value team across the Artisan Value Equity and Artisan U.S. Mid-Cap Value Strategies; however, the Value Income Strategy will emphasize income in addition to capital appreciation.
Regarding the new strategy, Mr. Reynolds said, “Investors are increasingly seeking risk-aware equity income investments due to concerns of rising interest rates, and we believe the Value Income Strategy can meet that need in a differentiated fashion. We will leverage the team’s time-tested process and proven research resources to construct a portfolio that strikes a balance between income production and capital appreciation in an opportunistic, unconventional manner.”
Artisan Partners CEO Eric Colson added, “We are excited for the launch of the Value Income Strategy, which will be the U.S. Value team’s third high-value added investment offering. This strategy leverages the team’s core competency of strong fundamental research within the value discipline and demonstrates Artisan’s ability to partner with investment leaders to thoughtfully develop sustainable investment franchises.”
About the U.S. Value Team
The Artisan Partners U.S. Value Team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The team believes that companies with these characteristics are less likely to experience eroding values over the long term. All investment team members share a strong commitment to value, quality and risk control that has remained consistent since the inception of the team.
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 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.
Dividend payments are not guaranteed and the amount declared, if any, could vary over time. 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 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.
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.
