Artisan Mid Cap Fund Advisor Class (APDMX)

Overview

The described company operates as an investment fund, primarily aiming to allocate its assets in the common stocks of medium-sized companies. It adopts a strategic approach where at least 80% of its net assets, including any borrowings for investment purposes, are invested in businesses that fall within a specific range of market capitalizations. This investment criterion is explicitly defined by the fund’s advisor, setting clear benchmarks based on the market capitalization metrics derived from the Russell Midcap® Index. Specifically, the fund focuses on companies that have a market capitalization larger than the smallest entity in the Russell Midcap® Index but not exceeding three times the weighted average market capitalization of all companies listed within the index. This strategy aims to identify and capitalize on the growth potential of medium-sized companies, which are perceived to offer a balanced mix of risk and return.

Products and Services

• Investment in Medium-Sized Companies:

The core service provided by the fund revolves around the investment in medium-sized companies. By focusing on this segment, the fund seeks to leverage the growth potential and relative market stability of these companies. Investments are carefully selected based on a defined criterion linked to the Russell Midcap® Index, ensuring a clear focus on businesses with specific market capitalization characteristics. This service is designed for investors looking to diversify their portfolios by tapping into the unique opportunities presented by medium-sized firms.

• Portfolio Diversification and Management:

Alongside direct investments in medium-sized companies, the fund offers portfolio diversification and management services. By maintaining a strategic allocation of assets in companies that fall within a particular range of market capitalization, the fund aims to construct a diversified investment portfolio that mitigates risk while seeking to maximize returns. This approach involves continuous market analysis, selection, and rebalancing of investments in accordance with the evolving dynamics of the Russell Midcap® Index and the broader market environment.