Artisan Global Equity Fund Investor Class (ARTHX)

Overview

This investment vehicle is designed for those seeking maximum long-term capital growth. The fund allocates at least 80% of its assets, along with any borrowings intended for investment, into equity securities or similar financial instruments. Its global investment strategy encompasses both U.S. and international markets, including emerging and less developed regions. The fund's flexible approach allows it to invest in a broad array of equity instruments, aiming for the highest possible long-term asset growth for its investors.

Products and Services

• Equity Securities:

  These form the core of the fund's investment strategy, focusing on stocks that represent ownership in companies. Equity securities are the primary instrument for achieving capital growth, selected based on their potential for high returns.

• Investment in Global Markets:

  The fund is not restricted to U.S.-based investments but extends its reach globally, including emerging and less developed markets. This diversification aims to capitalize on the growth potential across different regions and economies.

• Preferred Stocks and Convertible Securities:

  In addition to common stocks, the fund may invest in preferred stocks and convertible securities, which offer different benefits like dividends and the option to convert into a pre-determined number of common shares, often at an advantage.

• Depositary Receipts:

  These are a type of financial instrument that represents a company's publicly traded shares from another country. This allows the fund to invest in foreign companies more easily, enhancing its international exposure.

• Rights and Warrants to Buy Common Stocks:

  The fund may also invest in rights and warrants, which give the holder the right, but not the obligation, to buy a company’s stock at a set price before the expiration date. This can potentially increase the fund's leverage and profit from the rising stock prices.