Artisan International Explorer Fund Institutional Shares (ARHBX)

Overview

The fund represents an investment vessel focusing primarily on acquiring stakes in undervalued small companies located outside the United States. Anchored in a fundamental investment process, its team endeavors to construct a diversified portfolio encompassing a range of securities that promise value growth over time. While its core interest lies in equity securities of non-U.S. small companies, the fund maintains a scope for investment in debt securities, involving issuers from both the U.S. and abroad. This approach signifies a balanced, yet strategic pursuit of growth and value, tailored to discerning investors seeking exposure to international markets.

Products and Services

• Diversified Portfolio of Non-U.S. Small Companies

  This product is the cornerstone of the fund, offering investors access to a carefully selected mix of equity securities. These are primarily from small companies based outside of the United States, identified through rigorous fundamental analysis as undervalued and possessing significant growth potential. The diversified nature of the portfolio is designed to mitigate risk while maximizing the opportunity for value appreciation.

• Limited Debt Security Investments

  In addition to its core focus on equity securities, the fund allows for a limited allocation of its assets into debt securities. This includes both U.S. and non-U.S. issuers that align with the fund’s investment criteria, embracing a broad spectrum of maturities and durations. Such investments are pursued selectively, aimed at enhancing the fund's income generation capabilities and providing added stability to the investment portfolio.