Monthly Commentaries—Artisan Partners
June 9, 2020
The most recent monthly commentaries for Artisan Partners are now available.
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Artisan Value Fund Snapshot
December 31, 2019
This Artisan Value fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Li...
What Is a “Value” Stock?
October 24, 2019
Value investing is about building in a margin of safety by purchasing assets for less than what you think they are worth. We think Harris Associates' Bi...
Research Update on Artisan Value
October 26, 2018
Based on our discussions with the team, we are maintaining our Recommended opinion but keeping the fund Under Review, indicating our intention to contin...
Artisan Value & Artisan Mid Cap Value Due Diligence History
December 31, 2017
Any changes or developments that impact our original due diligence on Artisan Value and Artisan Mid Cap Value are highlighted in this Due Diligence Hist...
Artisan Value Under Review
November 1, 2017
We are placing the Artisan funds Under Review as we re-underwrite our opinion. Our follow-up due diligence is a priority, but it is time intensive. We a...
Co-Manager Departure at Artisan Value
October 6, 2017
Artisan Value co-portfolio manager George Sertl has retired. Concurrently, Thomas Reynolds joined the team as a new co-manager, coming from Janus Hender...
Artisan Value Revisited
February 1, 2017
In the midst of a multiyear stretch of underperformance, we refreshed our due diligence on the Artisan Value team in mid-2015. As a result, we decided t...
Artisan Value Funds Annual Update
May 28, 2015
We recently visited the Artisan Value team at their Atlanta offices to dig into areas of concern and reassess whether our thesis behind the team’s inves...