Artisan International Value Fund Investor Class (ARTKX)

Overview

The described investment firm places an emphasis on direct investments in individual companies, prioritizing the intrinsic value and growth potential of the entities over the geographical or regional market considerations. This approach signifies a focused investment strategy that delves deep into the operational, financial, and strategic facets of international corporations, bypassing broader market indices or regional economic indicators as primary determinants for investment choices. The firm's portfolio management is characterized by a commitment to allocate a substantial portion of its assets, specifically no less than 80% (excluding liquidity reserves), into equities and equity-related instruments of non-U.S. businesses. This allocation strategy is indicative of the firm's pursuit of capital growth through direct equity participation in global markets.

Products and Services

• Common Stocks of Non-U.S. Companies

  An investment vehicle purposed for investors looking to gain exposure to non-U.S. entities. By investing predominantly in common stocks, the fund aims to leverage the growth potential and earnings capabilities of companies situated outside of the United States, targeting primarily those in developed markets. This opens avenues for diversification and potential risk mitigation by spreading investments across companies in various sectors and countries.

• Securities of Non-U.S. Companies

  Aside from common stocks, the fund diversifies its investments into other securities of non-U.S. companies, including but not limited to, preferred stocks, convertible bonds, and other equity-related financial instruments. This strategy is tailored to tap into various forms of corporate financing and capital structure, aiming to maximize returns through a broader selection of investment products. Investing in these securities provides a blend of growth, income, and, potentially, capital preservation benefits.

• Emerging and Less Developed Markets Investment

  While the fund primarily focuses on developed markets, there's a strategic allocation of investments in emerging and less developed markets. This facet of the fund's strategy seeks to capitalize on the higher growth rates often found in these regions, albeit with a proportional increase in investment risk. Investments in these markets are intended to offer fund holders the potential for substantial returns, complementing the stability sought through investments in more established markets.