Artisan Small Cap Fund Investor Shares (ARTSX)

Overview

Artisan Partners Asset Management Inc. is a publicly owned investment manager headquartered in Milwaukee, Wisconsin, with a rich history dating back to its foundation in 1994. Boasting additional offices in key locations across the United States, including Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; as well as an international presence in London, United Kingdom, the firm is strategically positioned to cater to a diverse client base. This prestigious firm offers its expert asset management services to a wide array of clients such as pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, and various fund structures including private funds, non-U.S. funds, mutual funds, and collective trusts.

Products and Services

• Client-Focused Equity and Fixed Income Portfolios

Artisan Partners Asset Management Inc. manages separate client-focused portfolios that span both equity and fixed income. Specializing in public equity and fixed income markets globally, the firm offers tailored investment solutions that meet the unique needs and objectives of each client.

• Equity Investments

The firm invests in growth and value stocks across all market capitalizations, aiming to generate substantial returns for its clients. Through a blend of growth and value investment strategies, Artisan Partners seeks to uncover opportunities that promise long-term capital appreciation.

• Fixed Income Investments

In the fixed income realm, the firm focuses on non-investment grade corporate bonds and both secured and unsecured loans. This strategy is designed to provide clients with opportunities for income generation and portfolio diversification, leveraging the firm’s expertise in fundamental analysis to identify compelling fixed income investments.

• Fundamental Analysis

Artisan Partners Asset Management Inc. employs a rigorous fundamental analysis approach to portfolio construction. This methodology enables the firm to delve deep into the financials, market position, and growth prospects of each investment, ensuring a well-informed and sound investment strategy based on thorough research and analysis.