31 August 2020

Milwaukee, Wisconsin. Artisan Partners is pleased to mark Artisan Global Discovery Fund’s recent three-year anniversary. The Fund is managed by the Artisan Partners Growth Team, with Jason L. White as lead portfolio manager and James D. Hamel, Matthew H. Kamm and Craigh A. Cepukenas also serving as portfolio managers.

The Global Discovery Fund leverages the Growth team’s 13 years’ experience investing in global companies via the Global Opportunities Fund and builds on the team’s 23 years’ experience in mid-cap growth investing via the Mid Cap Fund. The team views the mid-cap range as a sweet spot in a company’s maturity. The Global Discovery strategy capitalizes on increased market-cap flexibility to build a focused portfolio of companies representing some of the team’s best ideas across the global economy.

Regarding the Fund’s anniversary, Mr. White said, “We often describe Global Discovery as the strategy we would have started with at the team’s founding if we’d had the capability—as such, I think of the Fund as a global, unconstrained version of our team’s founding product, the Artisan Mid Cap Fund. We’ve always believed the mid-cap space represents a compelling intersection of quality, competitively advantaged businesses with still-ample growth runways. As we look forward, we will continue to lead with our research, experience and discipline with the aim of generating alpha and managing risk for our clients.”

Artisan Partners CEO Eric Colson added, “The Global Discovery Fund is a testament to the Growth team’s longstanding history and the strengths of its philosophy and approach to investing in high-quality companies. The Global Discovery Fund is also an illustration of the ways in which Artisan teams can increase their degrees of freedom by expanding their range of offerings to clients while capitalizing on the inherent strengths in their existing approaches. I offer my sincere congratulations to Jason and the team in passing this milestone.”

The Growth team employs the same philosophy and process across all four funds managed, including the Artisan Global Discovery Fund. The Growth team seeks to invest in high-quality franchises on the cusp of or in the early stages of a compelling profit cycle.


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