Artisan International Explorer Fund Advisor Shares (ARDBX)

Overview

The investment strategy of the fund focuses on the identification and acquisition of undervalued securities from primarily non-U.S. small companies, which presents an opportunity for investors to diversify their portfolio across international markets. By employing a fundamental investment process, the team behind the fund meticulously evaluates the intrinsic value of companies to discover those that are undervalued by the market. This approach not only aims to ensure growth and return on investment through capital appreciation but also provides a hedge against the volatilities associated with domestic markets. Additionally, the investment team’s willingness to invest to a limited extent in debt securities, encompassing both U.S. and non-U.S. issuers, diversifies the risk and enhances the potential for income generation, making it an appealing option for investors looking for balanced exposure in their investment portfolio.

Products and Services

• Diversified Portfolio of Securities

By focusing on undervalued primarily non-U.S. small companies, the fund creates a diversified investment portfolio that aims to minimize risks and maximize returns. This diversification extends beyond geographical boundaries, allowing investors to benefit from global market dynamics and potentially higher growth rates found in emerging and frontier markets. The construction of the portfolio is based on rigorous fundamental analysis, ensuring that each investment is aligned with the fund's strategic objectives of capital appreciation and income generation.

• Investment in Debt Securities

The fund also offers clients the opportunity to invest in debt securities from both U.S. and non-U.S. issuers that meet its investment criteria. This inclusion of debt securities allows for a more balanced portfolio, catering to investors who are also looking for income generation alongside capital appreciation. Debt securities within the fund can vary across maturity and duration, providing flexibility and the ability to tailor investments according to market conditions and interest rate environments. This strategy not only diversifies the investment portfolio but also helps in managing risks related to market volatility and economic fluctuations.