6 January 2015

Milwaukee, Wisconsin. Artisan Partners is pleased to announce, for the fourth year in a row, portfolio managers David Samra and Dan O’Keefe of the firm’s Global Value team have been nominated for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the U.S. Morningstar will announce the winner of the 2014 award on January 21st.

Mr. Samra and Mr. O’Keefe were nominated for their efforts managing Artisan Global Value (ARTGX) and International Value (ARTKX) Funds. This team previously won the award in 2008 and 2013 and was also nominated for the award in 2011 and 2012, making this the fifth year in the last seven that the team has received a nomination.

Artisan Partners has a long history of being recognized by Morningstar for its outstanding portfolio management teams and risk-adjusted performance results. The firm has received a total of ten nominations across four investment teams for the International-Stock Fund Manager and Domestic-Stock Fund Manager of the Year awards, resulting in four wins to date.

Artisan Partners CEO Eric Colson said, “We believe that consistent long-term results are driven by experienced investors executing a well-defined process with discipline. We are honored that our Global Value team has been recognized by a high quality organization like Morningstar repeatedly over the last seven years. David and Dan have built a great franchise. The recognition is testament to their efforts and the longterm track record they have produced.”

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’. Beginning in 2012, nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its manager research analysts.

Morningstar Inc.'s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell, or promote any open-end mutual funds including the Artisan Funds.

Past performance is not indicative of 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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