Artisan Value Income Fund Advisor Shares (APDWX)

Overview

The fund, through its investment team, applies a fundamental investment strategy focused on constructing a diversified portfolio of equity securities spanning a wide range of capitalizations. The primary objective is to identify undervalued companies that are financially robust and possess attractive business economics. In diversifying its investments, the fund is not limited to U.S. markets alone; it allocates up to 30% of its total assets to non-U.S. issuers, which may include depositary receipts, thereby offering a blend of domestic and international exposure to its investors. This approach aims to capitalize on global market opportunities while striving to mitigate risks through diversification.

Products and Services

Within its strategic investment framework, the fund offers the following products and services to achieve its investment objectives:

• Diversified Portfolio of Equity Securities

  Building upon its fundamental investment philosophy, the fund creates a diversified portfolio that spans across various capitalizations. This strategy is designed to lower risk associated with market volatility by spreading investments across different companies and industries that meet the fund's criteria for valuation, financial health, and attractive business economics.

• Investment in Undervalued Companies

  One of the core strategies involves identifying and investing in companies that are believed to be undervalued by the market. These are companies that, in the assessment of the fund's investment team, offer high investment potential due to their current market price not reflecting their true intrinsic value. This approach is aimed at capturing growth as these companies move towards their fair valuation.

• Focus on Financially Solid and Economically Attractive Businesses

  The selection criteria for investments extend beyond just undervaluation. Target companies must also be in strong financial condition and possess attractive business economics. This dual focus ensures that the fund's investments are directed towards companies with the potential for sustainable growth and stability, reducing the risks associated with financial instability.

• International Investment Opportunities

  Understanding the value that international markets can add to the diversification of the portfolio, the fund allocates up to 30% of its total assets to non-U.S. issuers. This includes investments in depositary receipts, offering investors exposure to foreign companies that meet the fund's investment criteria. This strategy allows investors to benefit from global growth opportunities and the potential for higher returns on investment in international markets.