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Fund Times

Fund Times: Artisan Launches New Fund

Plus, changes at Old Mutual, "Show-Me" State shows TIAA-CREF the door, and more.

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Artisan is launching Artisan Opportunistic Value Fund, the firm's eighth offering and first new entrant since 2002. It will be the firm's only fund to combine domestic and international investments.

The fund will be run by Scott Satterwhite, Jim Kieffer, and George Sertl, the first two of whom comanage  Artisan Mid Cap Value (ARTQX) and  Artisan Small Cap Value (ARTVX), two of this fund shop's successful offerings. (Sertl serves as analyst for both these funds.) Though this team has mostly distinguished itself through investing in domestic small-to-mid-cap territory, this new charge will expand management's horizons, as it allows them to invest "primarily in common stocks of larger U.S. companies [those with a market capitalization of at least $5 billion at the time of purchase], but also has the flexibility to [allow them to] invest up to 25% of its assets in non-U.S. securities." The international investments may be in both developed and emerging markets, and they have no market-capitalization restrictions.

Lawrence Jones does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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