Global Equity Team
Investment Philosophy & Process Overview
Artisan's Global Equity investment team uses a dynamic approach that blends company specific research and secular themes to identify companies that exhibit sustainable growth and that are priced at reasonable valuations.
Themes
Changing demographics, developing technology, privatization of economic resources, outsourcing, and infrastructure are among the long-term catalysts for change that currently form the basis for the team's investment themes. The team incorporates these catalysts along with sector and regional fundamentals into a long-term global framework for investment analysis and decision making.
Sustainable Growth
The team applies a fundamental approach to identifying the long-term, sustainable growth characteristics of potential investments. The team seeks high quality companies that are well managed, have a dominant or improving market position and competitive advantages compared to industry and regional peers.
Valuation
The team assesses the relationship between its estimate of a company's sustainable growth prospects and its stock price. The team uses multiple valuation metrics to establish price targets.
Important Investment Risk Disclosure
Important Investment Risk Disclosure
Global Equity Strategy
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. The strategy may invest a significant portion of its assets in the securities of small and medium-sized companies, which tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Growth securities may underperform other asset types during a given period.
Non-U.S. Growth Strategy
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 smaller companies tend to be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Growth securities may underperform other asset types during a given period.
Non-U.S. Small Cap Growth Strategy
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 be more volatile and less liquid than those of large companies, may have underperformed the securities of large companies during some periods and tend to have a shorter history of operations than large companies. Value securities may underperform other asset types during a given period.