28 February 2022

Milwaukee, Wisconsin. Artisan Partners announced today that it launched the Artisan Value Income Fund (Investor Class: APFWX, Advisor Class: APDWX, Institutional Class: APHWX). The Fund is managed by the Artisan Partners U.S. Value Team, led by Portfolio Managers Thomas Reynolds, Daniel Kane and Craig Inman. In managing the Value Income Fund, they will leverage the same investment philosophy and process as utilized by the U.S. Value team across the Artisan Value and Artisan Mid Cap Value Funds; however, the Value Income Fund will emphasize income in addition to capital appreciation.

Regarding the new fund, Mr. Reynolds said, “Investors are increasingly seeking risk-aware equity income investments due to concerns of rising interest rates, and we believe the Value Income Strategy can meet that need in a differentiated fashion. We will leverage the team’s time-tested process and proven research resources to construct a portfolio that strikes a balance between income production and capital appreciation in an opportunistic, unconventional manner.”

Artisan Partners CEO Eric Colson added, “We are excited for the launch of the Value Income Strategy, which will be the U.S. Value team’s third high-value added investment offering. This strategy leverages the team’s core competency of strong fundamental research within the value discipline and demonstrates Artisan’s ability to partner with investment leaders to thoughtfully develop sustainable investment franchises.”

About the U.S. Value Team
The Artisan Partners U.S. Value Team seeks to invest in companies that are undervalued, in solid financial condition and have attractive business economics. The team believes that companies with these characteristics are less likely to experience eroding values over the long term. All investment team members share a strong commitment to value, quality and risk control that has remained consistent since the inception of the team.

Dividend payments are not guaranteed and the amount declared, if any, could vary over time. 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. Value securities may underperform other asset types during a given period.


< All Press Releases