Artisan Global Discovery Institutional Fund (APHDX)

Overview

The described fund is a global investment entity focusing on capital growth by investing in a mix of U.S. and international growth companies. It employs a fundamental investment process aiming to construct a diversified portfolio that spans a broad range of capitalizations. The investment team is on the lookout for companies with strong franchise characteristics, which are currently in an accelerating profit cycle, and whose stocks are trading below what the advisor estimates to be their private market value. This approach to selecting investments is intended to maximize returns for fund investors by capitalizing on undervalued opportunities in both the U.S. and overseas markets.

Products and Services

• Equity Investments in Growth Companies

  The fund primarily invests in common stocks and other equity securities of companies that are exhibiting growth characteristics. This includes both U.S. and non-U.S. companies, providing investors with a diversified exposure to global growth opportunities. The focus is on identifying companies with potential for an accelerating profit cycle and strong franchise value, which are believed to be trading at a discount to their private market value.

• Depository Receipts

  As part of its strategy to invest in non-U.S. companies, the fund includes depositary receipts in its portfolio. These financial instruments allow the fund to hold shares in a foreign company and are an essential tool for gaining exposure to international markets. This enables the fund to diversify its investment portfolio further and tap into growth opportunities outside of the United States.