Daniel L. Kane, CFA, is a portfolio manager on the Artisan Partners U.S. Value Team. In this role, he is a portfolio manager for the Artisan Value Equity and U.S. Mid-Cap Value Strategies, including Artisan Value and Mid Cap Value Funds. Prior to joining Artisan Partners in March 2008, Kane was a senior small-cap investment analyst at BB&T Asset Management, Inc. from August 2005 to March 2008. Kane began his investment career as a domestic equities securities analyst at the State of Wisconsin Investment Board in 1998. Kane holds a bachelor’s degree in finance from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business.
James C. Kieffer, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. Prior to joining Artisan Partners in August 1997, Mr. Kieffer was a research analyst at the investment firm McColl Partners. Kieffer began his investment career at Wachovia Corporation working with Scott Satterwhite from 1989 through 1996, initially as a personal trust portfolio manager and later as a general equities and small-cap value research analyst in the institutional portfolio group. Kieffer holds a bachelor’s degree in economics from Emory University.
George O. Sertl, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity and U.S. Mid-Cap Value Strategies, including Artisan Value and Mid Cap Value Funds. Prior to joining Artisan Partners in January 2000, Sertl was a research analyst at Schwartz Investment Counsel. Sertl began his investment career at Pauli & Company working as a research analyst in 1992. Sertl holds a bachelor’s degree in economics and history from the University of Richmond and a master’s degree in economics from St. Louis University.
The investment objective of the Fund is to achieve long-term capital growth by investing mainly in shares of publicly listed companies (equities) and other types of investments that are referenced to such equities (known generally as equity-linked securities).
Rank 49/143 Total Return
Rank 65/143 Standard Deviation
Rank 59/143 Max Drawdown
|48||PIMCO GIS RAE Fndm US E USD Acc||EUR||
|49||Artisan US Value Equity A USD Acc||EUR||
|49||Comgest Growth America USD Acc||EUR||
|51||BNY Mellon US Opportunities Fund EUR A||EUR||
|51||NN (L) US Growth Eqty I Cap USD||EUR||
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|63||JPM America Equity A Dis USD||EUR||
|63||Candriam Sustainable North America C Cap||EUR||
|65||Artisan US Value Equity A USD Acc||EUR||
|66||Legg Mason Clearbridge Value A Acc USD||EUR||
|67||Brown Advisory American A USD||EUR||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date30/05/2014
- Share Class size41Mn
- Base currencyUSD
- Min. initial investment10,000
- Min. regular additional investment0
- Annual management1.50%
- Initial investment0