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 long-term 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.
About Artisan Partners
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners currently has six autonomous investment teams that oversee fourteen distinct U.S., non-U.S. and global investment strategies. Each strategy is offered through multiple investment vehicles to accommodate a broad range of client mandates.
The firm’s principal offices are located in Milwaukee, San Francisco, Atlanta, New York, Kansas City and London.
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.
Carefully consider the Fund’s investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800.344.1770. Read carefully before investing.
Past performance is not indicative of future results. For current to most recent month-end performance on each of the Artisan Partners Funds mentioned, visit www.artisanfunds.com/performance/month_quarter.cfm.
Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is wholly owned by Artisan Partners Holdings LP.
