Artisan International Small Cap Value Strategy

At a Glance

Management & Investment Process

Management

The investment team leverages high degrees of experience and knowledge within a disciplined investment process. Learn more about the Team.

N. David Samra
Managing Director
28Years Investment
Experience

Beini Zhou, CFA
Co-Portfolio Manager
15Years Investment
Experience

Anand Vasagiri
Co-Portfolio Manager
15Years Investment
Experience

Investment Process

The investment team seeks to invest in high-quality, undervalued businesses that offer the potential for superior risk/reward outcomes.

Undervaluation

Determine the intrinsic value of the business
Invest at a significant discount to intrinsic value

Business Quality

Strong free cash flow
High/improving returns on capital
Strong competitive positions

Financial Strength

Strong balance sheets reduce potential for capital risk
Provides management ability to build value

Shareholder-Oriented Management

History of building shareholder value

In-depth Investment Process

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. These risks, among others, are further described in Artisan Partners Form ADV, which is available upon request.

Important Disclosures

This material is intended for Eligible Counterparties within the meaning of the Markets in Financial Instruments Directive (MiFID) and as defined by the UK Financial Conduct Authority and is not intended for, or to be relied upon by, private individuals or retail investors as well as professional clients that do not meet the definition of Eligible Counterparty.

The information contained on this website, together with any related enclosures, has been prepared for informational purposes only and without taking into account any specific objectives financial situation or needs of any particular person who may receive it. It does not constitute and should not be construed as investment advice or an offer, invitation, proposal or recommendation of any financial product or service.

This website is operated by Artisan Partners UK LLP (APUK) and/or APEL Financial Distribution Services Limited (AP Europe). APUK is authorized and regulated by the UK Financial Conduct Authority and is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). APEL Financial Distribution Services Limited (AP Europe) is authorized and regulated by the Central Bank of Ireland. In the United Kingdom, the information on this site is issued by APUK, 25 St. James’s St., Floor 3, London SW1A 1HA, registered in England and Wales (LLP registration No. OC351201). Registered office: Reading Bridge House, Floor 4, George Street, Reading, Berkshire RG1 8LS. In Ireland, the information on this site is issued by AP Europe, Fitzwilliam Hall, Fitzwilliam Pl, Ste. 202, Dublin 2, D02 T292. Registered office: 70 Sir John Rogerson’s Quay, Dublin 2, D02 R296 (Company No. 637966). Artisan Partners Limited Partnership (APLP), an investment adviser registered with the SEC, together with APUK and AP Europe are collectively, with their parent company and affiliates, referred to as Artisan Partners herein.