Overview

Artisan Global Small Cap Fund Liquidated on January 20, 2017 Learn More

From left to right: Mark Yockey, Charles-Henri Hamker, Andrew Euretig

Team Highlights

The investment team combines the benefits of strong leadership with the creative ideas of experienced research analysts.

  • The portfolio managers are supported by 13 analysts that average more than 18 years of investment experience and have significant experience within their sectors/regions of expertise.
  • The team is supported by a dedicated Chief Operating Officer, who oversees all non-investment related matters so the team can focus on investments.
  • The team is supported by an experienced global trading desk that averages more than 14 years of experience in global markets.
  • The team is located in San Francisco and New York with research offices in London and Singapore.

Investment Process

The team seeks to invest in companies within its preferred themes with sustainable growth characteristics at attractive valuations that do not fully reflect their long-term potential.

Themes

The team identifies long-term secular growth trends with the objective of investing in companies that have meaningful exposure to these trends. The team’s fundamental analysis focuses on those industry leaders with attractive growth and valuation characteristics that will be long-term beneficiaries of any structural change and/or trend.

Sustainable Growth

The team applies a fundamental approach to identifying the long-term, sustainable growth characteristics of potential investments. It seeks high-quality companies that typically have a sustainable competitive advantage, a superior business model and a high-quality management team.

Valuation

The team uses multiple valuation metrics to establish a target price range. The team assesses the relationship between its estimate of a company's sustainable growth prospects and its current valuation.

In-depth Investment Process

 

    • Mark L. Yockey, CFA
    • Portfolio Manager
    • Global Equity, International and International Small Cap Funds
    • 36Years Investment
      Experience

    Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Growth, Non-U.S. Small-Cap Growth and Global Equity Strategies, including Artisan International, International Small Cap and Global Equity Funds.

    Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995. Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.

    • Charles-Henri Hamker
    • Portfolio Manager
    • Global Equity and International Small Cap Funds
    • Associate Portfolio Manager
    • International Fund
    • 27Years Investment
      Experience

    Charles-Henri Hamker is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Small-Cap Growth and Global Equity Strategies, including Artisan International Small Cap and Global Equity Funds and an associate portfolio manager for the Artisan Non-U.S. Growth Strategy, including Artisan International Fund. He also conducts research, primarily focusing on companies within the consumer discretionary and consumer staples sectors. 

    Prior to joining Artisan Partners in August 2000, Mr. Hamker worked on the European equities desk in the New York office of Banque Nationale de Paris. Earlier in his career, he worked in the Paris and London offices of J.P. Morgan. Mr. Hamker holds a bachelor’s degree with a specialization in finance and economics from the European Business School in Paris. He is fluent in French and German.

    • Andrew J. Euretig
    • Portfolio Manager
    • Global Equity Fund
    • Associate Portfolio Manager
    • International Fund
    • 13Years Investment
      Experience

    Andrew J. Euretig is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Global Equity Strategy, including Artisan Global Equity Fund, and an associate portfolio manager for the Artisan Non-U.S. Growth Strategy, including Artisan International Fund. He also conducts research, primarily focusing on companies within the industrials and utilities sectors. 

    Prior to joining Artisan Partners in June 2005, Mr. Euretig was a graduate student at the University of California at Berkeley. He previously served in the United States Navy as an amphibious operations officer. Mr. Euretig holds a bachelor’s and a master’s degree in business administration from the Haas School of Business at the University of California-Berkeley.

    This material is not an offer of any mutual funds mentioned other than Artisan Partners Funds.