Artisan Small Cap Fund Advisor Shares (APDSX)

Overview

The fund operates with a focused vision on the U.S. small-cap growth market, harnessing a fundamental investment process aimed at discovering and investing in growth-oriented small companies within the United States. At its core, the fund is designed for investors seeking exposure to the dynamic segment of small-cap companies, with the investment team dedicating significant resources to uncovering opportunities that show promising growth potential. By maintaining a rigorous selection process, the fund aims to construct a diversified portfolio, balancing risk and reward, while staying committed to its strategy of primarily investing in U.S. companies. Commitment to this strategy is reflected in the fund's policy to invest no less than 80% of its net assets, plus any borrowings for investment purposes, in the common stocks of these small-cap entities, thereby ensuring significant exposure to this high-potential segment of the market.

Products and Services

• Diversified Portfolio of U.S. Small-Cap Growth Companies

The cornerstone of the fund's offerings is its diversified portfolio, meticulously constructed to include U.S. small-cap companies that demonstrate significant growth potential. This product focuses on leveraging the inherent value and growth opportunities found within the small-cap sector, offering investors a path to potentially higher returns by investing in companies at an early growth stage. The investment team's in-depth research and fundamental analysis underpin the selection process, ensuring that only companies with promising outlooks and sound financials are included in the portfolio.

• Fundamental Investment Process

The fund's investment strategy is anchored in a fundamental investment process, which involves a detailed examination of company financials, market position, industry dynamics, and growth potential. This approach enables the investment team to identify companies that are not just growing, but have sustainable business models that can lead to long-term success. The systematic process ensures that investments are based on solid financial analysis and market research, providing a structured path to identifying high-growth opportunities in the small-cap universe.

• Commitment to Investing in U.S. Companies

Reflecting a strong dedication to the U.S. market, the fund ensures that a significant portion of its investments are allocated to U.S. companies. This commitment is encapsulated in the fund's policy to invest no less than 80% of its net assets, including borrowings for investment purposes, in the common stocks of U.S. small companies. This strategy not only highlights the fund's confidence in the U.S. small-cap market but also provides investors with the opportunity to participate in the growth of domestically focused companies.