Portfolio Managers Daniel Kane, Tom Reynolds and Craig Inman review their distinctive approach to value investing, current portfolio positioning in the Value and Mid Cap Value Funds, the case for value investing in the current environment and introduce the recently launched Artisan Value Income Fund.

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This audio recording should be reviewed in conjunction with the accompanying slide presentation, which contains standardized fund performance, portfolio holdings and other important information. Access “Slides” to view.

This investor update represents the views and opinions of the managers as of 1 Mar 2022, which are based on current market conditions, will fluctuate, and are subject to change without notice. While the information contained herein is believed to be reliable, there is no guarantee to the accuracy or completeness of any statement in the discussion. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any investment service, product or individual security. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

Price-to-Earnings (P/E) Ratio measures how expensive a stock is. Earnings figures used for FY1 and FY2 are estimates for the current and next unreported fiscal years. Free Cash Flow is a measure of financial performance calculated as operating cash flow minus capital expenditures. Return on Invested Capital (ROIC) is a measure of how well a company generates cash flow relative to capital invested in the business. Price to Cash Flow (P/CF) Ratio is a stock valuation indicator or multiple that measures the value of a stock’s price relative to its operating cash flow per share. Price-to-Book Ratio (P/B Ratio) measures a company's stock price in relation to its book value (the total amount a company would be worth if it liquidated its assets and paid back all its liabilities). Dividend Yield is a financial ratio that shows how much a company pays out in dividends each year relative to its share price. Beta is a measure of the volatility of a security or a portfolio in comparison to the market as a whole. Earnings per Share (EPS) is the portion of a company's profit allocated to each outstanding share of common stock.​

This discussion is not intended to be a recommendation of any individual security. Securities mentioned, but not listed here or in the investor update presentation are not held in the Fund as of the date of this report.

Past performance does not guarantee future results. Current and future portfolio holdings are subject to risk.