Artisan Partners Global Value Team Nominated for Morningstar’s International-Stock Fund Manager of the Year Award

MILWAUKEE, Jan. 13, 2017 -- Artisan Partners is pleased to announce portfolio managers David Samra and Dan O’Keefe of the firm’s Global Value team have been nominated for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the U.S. Morningstar will announce the winner of the 2016 award on January 25, 2017.

Mr. Samra and Mr. O’Keefe were nominated for their efforts managing Artisan International Value Fund. They also manage Artisan Global Value Fund. The team previously won the award in 2008 and 2013 and was also nominated for the award in 2011 and 2012 and 2014, making this the sixth year in the last nine that the team has received a nomination.

Artisan Partners has a long history of being recognized by Morningstar for its outstanding portfolio management teams and risk-adjusted performance results. The firm has received a total of 11 nominations across four investment teams for the International-Stock Fund Manager and Domestic-Stock Fund Manager of the Year awards, resulting in four wins to date.

Artisan Partners CEO Eric Colson said, “We are a talent-driven business and this year’s nomination recognizes the incredible investment talent of David Samra and Dan O’Keefe. We are honored that our Global Value team has been recognized repeatedly over the last several years by a high-quality organization like Morningstar. David and Dan have built a great franchise.”

Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. Nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating™ of Gold, Silver, or Bronze. The Fund Manager of the Year award winners are chosen based on research and in-depth qualitative evaluation by Morningstar’s Manager Research Group. Morningstar’s Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC.

ABOUT ARTISAN PARTNERS

Artisan Partners, adviser to the Artisan Partners Funds, is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

Carefully consider the Fund’s investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800.344.1770. Read carefully before investing.

International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Value securities may underperform other asset types during a given period.

Morningstar, Inc.’s awards are based on qualitative evaluation and research, thus subjective in nature and should not be used as the sole basis for investment decisions. Morningstar’s awards are not guarantees of a fund’s future investment performance. Morningstar, Inc. does not sponsor, issue, sell, or promote any open-end mutual funds including the Artisan Partners Funds. Past performance is not indicative of future results. For current to most recent month-end performance on each of the Artisan Partners Funds mentioned, click here.

Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds, is wholly owned by Artisan Partners Holdings LP.

Press Inquiries
Mike Roos
800.399.1770
[email protected]