Artisan Small Cap Fund Institutional Shares (APHSX)

Overview

The fund focuses on creating a diversified portfolio by investing primarily in U.S. small-cap growth companies. The investment team utilizes a fundamental investment process to select companies for the fund, emphasizing the growth potential of small-cap U.S. companies. The foundation of the fund's strategy is to invest a significant portion, not less than 80% of its net assets plus any borrowings for investment purposes, in the common stocks of these small companies. This approach highlights the fund's commitment to capitalizing on the dynamic nature of the small-cap market sector within the United States.

Products and Services

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

  The fund constructs a diversified investment portfolio focused on U.S. small-cap growth companies, targeting sectors and stocks with potential for above-average growth. This diversification aims to mitigate risk while seeking to capitalize on the growth opportunities within the small-cap market.

• Fundamental Investment Process

  The fund's investment team employs a fundamental investment process, involving thorough financial analysis to evaluate the potential investments. This process ensures that the selection of stocks is based on solid grounding in the company's financial health, market position, and growth prospects.

• Minimum Investment in Small Companies

  Adhering to its strategy, the fund commits to investing at least 80% of its net assets, along with any borrowings for investment purposes, in the common stocks of small companies. This stipulation underscores the fund's focus on the small-cap sector, ensuring a concentrated investment approach.