Artisan Value Fund Institutional Class (APHLX)

Overview

The fund under discussion is a global investment fund that focuses on a diversified strategy by including a mix of U.S. and non-U.S. securities in its portfolio. It aims to balance its investments across a broad range of market capitals, including large, mid, and small-cap equities. Specifically, the fund is allowed to allocate up to 25% of its total assets into securities of non-U.S. issuers, which includes both depositary receipts and direct investments in foreign companies. This strategic allocation enables the fund to explore investment opportunities in various developed markets around the world, alongside emerging and less developed markets, providing a blend of growth, value, and potential risk mitigation through geographic and sectoral diversification.

Products and Services

The fund offers investment opportunities in various asset classes, mainly focusing on:

• Common Stocks:

  The primary investment vehicle of the fund, common stocks constitute a significant portion of the portfolio, offering shareholders a proportionate share of a company's profit in the form of dividends as well as voting rights on certain corporate matters.

• Securities of Non-U.S. Issuers:

  Includes a diversified set of investments in international markets, encompassing both depositary receipts and direct investments in companies outside of the United States. This segment enables the fund to tap into the growth potential of foreign markets, including both developed and emerging economies.

• Emerging and Less Developed Markets:

  Part of the fund's allocations goes towards emerging and less developed markets, aiming at capitalizing on the higher growth potential these markets can offer. While these investments come with a higher risk due to political and economic instability among other factors, they can also provide substantial returns and diversification benefits.

• Developed Markets:

  Investments in developed markets form another core part of the fund’s strategy, seeking stability and reliable growth. These markets are characterized by more mature economies with lower volatility and better regulatory environments, offering a solid foundation for the fund's international exposure.