Artisan Value Funds Annual Update
March 29, 2021
As a result of our recent contact with the Artisan Value team, we are removing the funds from Under Review.
APDLX
Monthly Commentaries—Artisan Partners
March 9, 2021
The most recent monthly commentaries for Artisan Partners are now available.
Artisan Value Fund Snapshot
December 31, 2020
This Artisan Value fund snapshot contains a summary of key information, including the performance history, the investment philosophy and process, and Li...
Artisan Value’s Under Review Status
October 26, 2020
Artisan Value has been Under Review for quite some time. We do have to consider the best next steps and decide what to do with our opinion before year-end.
Picking Stock Winners in a Pandemic
October 23, 2020
We think there are two distinct ways that active managers can take advantage of changing behaviors from something like the pandemic.
Third Quarter 2020 Research Webinar Replay
October 22, 2020
Watch a replay of our third quarter 2020 Litman Gregory research team webinar.
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...