About APHRX
Artisan Global Opportunities Fund Institutional Class is an actively managed mutual fund focused on long-term capital growth through a diversified portfolio of global equities. The fund targets companies across developed and emerging markets, seeking those with strong franchise characteristics, defensible competitive positions, and evidence of accelerating profit cycles that are trading at discounts to their private market values. Its approach emphasizes fundamental analysis and rigorous security selection, aiming to identify opportunities in all regions and across sectors, with notable allocations to technology, healthcare, consumer cyclical, and industrials. Position sizes are managed using a proprietary 'Garden, Crop, Harvest' framework, reflecting the investment team's conviction and the companies' stages in their growth cycles. With a mandate to invest opportunistically wherever growth occurs globally, the fund plays a significant role for institutional investors seeking a blend of U.S. and international exposure in the global large-cap growth equity space.
Fund Family Artisan Partners Funds
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol APHRX
Share Class Institutional Shares
Index MSCI AC World NR USD
APHRX had a total return of -1.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.48%.
