About APHGX
Artisan Global Value Fund Institutional Class is an actively managed mutual fund focused on investing in high-quality, undervalued companies across global equity markets. The fund aims for long-term capital appreciation by employing a disciplined, fundamental investment process to identify businesses trading at significant discounts to their intrinsic value. Emphasis is placed on firms with strong free cash flow, robust balance sheets, high or improving returns on capital, and management teams dedicated to building shareholder value. The portfolio typically holds between 30 and 50 positions spanning various industries such as financials, information technology, health care, and consumer staples. Geographically, the fund maintains a diversified allocation with exposure to the United States, Europe, Asia, and select emerging markets, providing broad international reach. Artisan Global Value Fund Institutional Class serves institutional investors seeking a value-oriented approach to global equities, balancing risk and reward through careful security selection and portfolio diversification.
Fund Family Artisan Partners Funds
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol APHGX
Index MSCI AC World NR USD
APHGX had a total return of 26.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.07%.
