21 March 2022

Milwaukee, Wisconsin. The Artisan Partners Growth Team has been recognized in the seventh annual Investor’s Business Daily (IBD) Best Mutual Funds 2022 Awards. Artisan Global Opportunities Fund, managed by the Team, was ranked fourth within the Best International Stock Funds category, based on its 10-year average annual return. The Team previously won the award in 2021 for the Artisan Small Cap Fund ranking fifth in the Best Small Cap Funds category.

IBD’s data-driven list showcases a variety of top-performing mutual funds across the major categories that investors consider for broad market exposure or more narrow objectives. Each award-winning fund has beat its benchmark — the S&P 500 for stock funds — for the past one, three, five and ten years, showing it outperformed in recent market conditions as well as over the longer term. For 2022, IBD compared the returns of 3,673 funds that have been around for at least 10 years and found that 677 beat the benchmark index in those four periods.

“We are honored by this award and are incredibly proud of our team’s accomplishments. This is a testament to the strength and durability of our process.” said Jim Hamel, the Global Opportunities Fund’s lead portfolio manager.

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.

The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. 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 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. Growth securities may underperform other asset types during a given period.

Artisan Global Opportunities Fund – Investor Shares was ranked 4th in the Best International Funds category out of 173 funds. Artisan Small Cap Fund – Investor Shares was ranked 5th in the Best Small Cap Funds category out of 68 funds in 2021. In determining award winners, Investor Business Daily’s analysis uses Morningstar data for each fund’s historical risk-adjusted return compared to the S&P 500 Index. S&P 500® Index measures the performance of 500 US companies focused on the large-cap sector of the market. 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.

< All Press Releases