28 February 2020

Milwaukee, Wisconsin. Artisan Partners announced today that it launched the Artisan Select Equity Strategy. The Strategy is managed by the Artisan Partners Global Value Team, with Daniel J. O’Keefe as lead portfolio manager and Justin V. Bandy and Michael J. McKinnon as co-portfolio managers. Mr. O’Keefe joined Artisan Partners in 2002 and has 27 years of investment experience, including serving as portfolio manager of the Artisan Global Value Strategy since its inception in 2007. Mr. O’Keefe also served as co-portfolio manager for the Artisan International Value Strategy from 2006 through 2018. The new strategy will leverage the same investment philosophy and process as the Global Value Strategy to create a focused portfolio of US companies across a broad capitalization range.

Regarding the Strategy’s launch, Mr. O’Keefe said, “The Select Equity Strategy is a natural extension of our team’s philosophy and process. We have a history of adding value through our US stock selection. With the necessary research resources already in place, we are excited to offer this focused, differentiated product and amplify our team’s ability to serve clients and shareholders.”

Artisan Partners CEO Eric Colson added, “We have seen growing demand in the marketplace for US equity-focused investment strategies, and we believe our Global Value team is well-positioned to meet that need. The Global Value team has a track record of delivering solid performance results, and we anticipate the team will continue to add value through the Select Equity Strategy.”

About The Global Value Team
The Artisan Partners Global Value Team seeks to invest in high-quality, undervalued businesses that offer the potential for superior risk/reward outcomes. Research is the foundation of everything the team does, and it adheres to disciplined sell criteria. By studying different business models across multiple industries, the team is oriented toward finding attractive absolute return investments that meet its demanding investment criteria for the two portfolios the team manages—Artisan Global Value Strategy and Artisan Select Equity Strategy. The lead portfolio manager is supported by two co-portfolio managers and two analysts.

A non-diversified portfolio may invest a larger portion of assets in securities of a smaller number of issuers and performance of a single issuer may affect overall portfolio performance greater than in a diversified portfolio. 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 or growth 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 funds denominated in non-local currency should be aware of the risk of currency exchange fluctuations that may cause a loss of principal.


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