Artisan International Small-Mid Fund Investor Class (ARTJX)

Overview

This fund primarily invests in a diversified portfolio comprising common stocks and other securities of small- to mid-cap companies. It is designed for investors looking for exposure to both developed and emerging markets outside of the U.S. Through its strategic investments, the fund seeks to capitalize on the growth potential of small- and mid-cap companies across a wide range of geographies. The fund adheres to a clear mandate, investing at least 80% of its net assets, along with any borrowings intended for investment purposes, in the securities of these companies. Additionally, the fund ensures significant international exposure by investing a minimum of 65% of its total assets in non-U.S. companies, encompassing both developed and emerging markets. The diverse investment approach aims at offering investors the opportunity to benefit from the growth trajectory of these companies while diversifying their investment portfolio beyond domestic markets.

Products and Services

This investment fund offers a variety of products and services designed to meet the needs of investors looking to diversify their portfolios with international small- and mid-cap equity exposures.

• Investment in Small- and Mid-Cap Companies:

  This core service focuses on investing in a diversified set of securities of small- and mid-cap companies. The strategy emphasizes identifying companies with the potential for significant growth regardless of market condition. By allocating no less than 80% of its net assets, plus any borrowings, toward these investments, the fund positions itself to capture the dynamic performance and growth potential inherent in smaller companies.

• Global Market Exposure:

  Aiming to cultivate a broad international portfolio, the fund commits at least 65% of its total assets to securities of non-U.S. companies. This extensive global market exposure spans both developed and emerging economies, thereby offering investors an opportunity to benefit from diverse economic growth rates and market dynamics. The fund's global outlook is designed to leverage the potential high returns of international markets, balancing risk through geographical and sectoral diversification.

• Emerging and Less Developed Market Investments:

  In addition to established markets, the fund strategically invests in emerging and less developed markets. This approach not only widens the spectrum of potential growth opportunities but also mitigates risk through diversification. By including investments in these markets, the fund seeks to take advantage of higher growth rates and expanding market potentials, thus offering the possibility of substantial returns to its investors.