14 December 2012

Milwaukee, Wisconsin. Artisan Partners is pleased to announce portfolio managers on both the Artisan Global Value and Artisan Global Equity teams have been nominated for Morningstar’s International-Stock Fund Manager of the Year for 2012 in the U.S. Since the inception of the award, it has been uncommon for two international equity managers from the same firm to be nominated in the same year. Morningstar will announce the winner of the award in early January.

Artisan’s Global Value team, led by portfolio managers David Samra and Dan O’Keefe, was nominated for its efforts managing the Artisan Global Value (ARTGX) and International Value (ARTKX) Funds. The duo previously won the award in 2008 and was also nominated for the award in 2011.

Artisan’s Global Equity team is under the leadership of Mark Yockey, who was named Morningstar’s International-Stock Fund Manager of the Year in 1998. Mr. Yockey was nominated for his efforts managing the Artisan International (ARTIX) and International Small Cap (ARTJX) Funds. Mr. Yockey also co-manages the Artisan Global Equity Fund (ARTHX).

Last year, Artisan’s U.S. Value team won Morningstar’s Domestic-Stock Fund Manager of the Year in the U.S. The U.S. Value team is led by portfolio managers Scott Satterwhite, Jim Kieffer and George Sertl. The team won for its efforts managing the Artisan Small Cap Value (ARTVX), Mid Cap Value (ARTQX) and Value (ARTLX) Funds.

Artisan Partners CEO Eric Colson said, “We maintain autonomous investment teams to promote the creative perspectives that lead to value creation and we protect the time of our investment professionals to ensure they are focused primarily on their differentiated investment processes. Having multiple teams from our firm acknowledged for their long-term success by a highly-regarded firm like Morningstar illustrate the benefits of our distinctive investment culture.”

Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its fund analysts.

Past performance does not guarantee future results. For current to most recent month-end performance on each of the Artisan Partners Funds mentioned, please click here.


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