23 March 2023
Milwaukee, Wisconsin. Artisan Partners is pleased to announce the U.S. mutual fund managed to the Artisan Global Value Strategy has been named a recipient of the 2023 Investor’s Business Daily (IBD) award for Best International Stock Funds. The Strategy is managed by lead portfolio manager Dan O’Keefe. The award recognizes outperformance of the benchmark and commitment to delivering attractive returns to its investors.
IBD is a leading financial news and research organization that provides investors with information on the stock market and investment strategies. Each year, IBD recognizes a variety of top-performing mutual funds and fund managers in various categories through its annual awards program. Each winning fund has beat its benchmark for the past one, three, five and ten years. For 2023, IBD compared the returns of 635 international stock funds that have been around for at least 10 years and found that 66 beat the benchmark— the MSCI EAFE Index — in those four periods.
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.
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.
In determining award winners, Investor Business Daily’s analysis uses Morningstar data for each fund’s historical risk-adjusted return compared to the MSCI EAFE index as of 31 December 2022. MSCI EAFE Index measures the performance of developed markets, excluding the US and Canada. The index is unmanaged; includes net reinvested dividends; does not reflect fees or expenses; and is not available for direct investment. Past performance does not guarantee and is not a reliable indicator of future results.
Investor Business Daily (IBD) is a registered trademark of Investor's Business Daily, Inc. Artisan Partners has paid a fee to IBD for the use of its logo in this press release. This payment does not constitute an endorsement of Artisan Partners by IBD or any of its affiliates. The views expressed in this press release are solely those of Artisan Partners and do not necessarily reflect the views of IBD or any of its affiliates.
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.
