The promotion of longtime analyst Jay Warner to comanager on Artisan Partners' growth team, which manages Artisan Small Cap, Artisan Mid Cap, Artisan Global Opportunities, and Artisan Global Discovery, creates a new generation of leadership. It does not alter any of the strategies' Morningstar Analyst Ratings, which range from Silver to Bronze, depending on fees.
Will APFDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APFDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the APFDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of APFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.