Artisan Value’s rigorous bottom-up approach is a plus, but a generational change in leadership warrants caution, leading to a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.
Will ARTLX 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 ARTLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARTLX 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 ARTLX’s parent organization’s priorities and whether they’re in line with investors’ interests.