Skip to Content
Morningstar

Artisan Global Value Team Will Split

We're maintaining our Gold ratings for Artisan International Value and Artisan Global Value as the funds move to having distinct management teams.

The team that had managed both

Meanwhile, associate managers Ian McGonigle and Joseph Vari will join Samra as comanagers on Artisan International Value, while associate managers Justin Bandy and Michael McKinnon will join O'Keefe as comanagers on Artisan Global Value.

These changes likely reflect a desire to promote and create opportunities for members of the global value team, while also allowing O'Keefe and Samra to run their own shows. Also, each fund will now have its own dedicated resources, with Samra's team based in San Francisco and O'Keefe's team based in Chicago. The two lead managers also believe that this change will allow for greater flexibility within each portfolio, as it will be easier to build and exit positions independently.

With both funds' teams remaining intact, they retain their Morningstar Analyst Ratings of Gold.

More in Funds

About the Author

Kevin McDevitt

Senior Analyst
More from Author

Kevin McDevitt, CFA, is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers primarily domestic- and international-equity strategies, as well as some multi-asset strategies.

Before rejoining Morningstar in 2009, McDevitt was an associate equity analyst and later managed trust portfolios for AG Edwards, which became Wachovia (now Wells Fargo). McDevitt originally joined Morningstar in 1995. He was a mutual fund analyst from 1996 to 1999 and also held positions within the company’s international team, Morningstar Associates, and Morningstar Investment Services.

McDevitt holds a bachelor’s degree in finance from the College of William & Mary and a master’s degree in business administration from Washington University. He also holds the Chartered Financial Analyst® designation.

Sponsor Center