About ARTGX
Artisan Global Value Fund Investor Class is an actively managed mutual fund focused on long-term capital growth through value investing. The fund seeks to build a diversified portfolio of 40 to 60 high-quality, undervalued companies from both U.S. and international markets. Its investment strategy emphasizes strong financial health, robust free cash flow, competitive positions, and management teams that demonstrate a record of shareholder alignment. Artisan Global Value Fund prioritizes companies trading significantly below their estimated intrinsic value, often seeking a discount of around 30% relative to internal assessments. The fund maintains broad geographic exposure, with notable allocations to the United States, United Kingdom, Switzerland, France, and other developed countries. Sectors represented include financial services, healthcare, basic materials, consumer defensive, and information technology. With a disciplined, fundamental approach and low turnover, it benchmarks itself against the MSCI All Country World Index, reflecting its global, large-stock value category positioning. The fund is designed for investors seeking diversified exposure to value stocks worldwide, managed by an experienced team with a focus on risk-adjusted returns and capital preservation.
Fund Family Artisan Partners Funds
Category World Large-Stock Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARTGX
Share Class Investor Shares
Index MSCI AC World NR USD
ARTGX had a total return of 15.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.23%.
