Artisan Global Equity Fund Institutional Shares (APHHX)

Overview

The fund is designed for investors looking to diversify their investment portfolios across a broad spectrum of equity securities, including those beyond U.S. borders. With a commitment to invest a minimum of 80% of its net assets, plus any borrowings meant for investment purposes, into equity securities or equivalent instruments, the fund adopts a flexible approach. These investments can span across established markets within the U.S., as well as emerging and less developed markets globally, reflecting a wide-ranging geographic exposure in its investment strategy. This approach is crafted to cater to investors seeking both growth through common and preferred stocks and conversion opportunities via convertible securities, alongside other equity instruments.

Products and Services

• Common Stocks:

  Shares of common stock represent ownership in a corporation and offer investors a slice of the company’s profitability, evidenced through dividends and capital gains. The fund invests in common stocks to potentially benefit from the growth of the companies it selects.

• Preferred Stocks:

  These are a type of stock that provides dividends before any dividends are paid to common stockholders and typically does not carry voting rights. Preferred stock investments are chosen for their potential to offer steady income and stability within the fund’s portfolio.

• Convertible Securities:

  Convertible securities are bonds or preferred shares that can be converted into a predetermined amount of the company's common stock. This flexibility allows investors to participate in the equity upside while providing downside protection if the stock underperforms.

• Depositary Receipts:

  A depositary receipt is a negotiable financial instrument issued by a bank to represent a foreign company's publicly traded securities. The fund may invest in depositary receipts to gain exposure to foreign markets with the convenience of trading in U.S. markets.

• Rights and Warrants:

  Rights and warrants are financial instruments that give the holder the right to purchase the company's stock at a fixed price until the expiration date. They are included in the fund’s investment options for their potential to significantly enhance equity returns.