Artisan Value has invested more in growth names, but such moves are not unprecedented nor an abandonment of value. It retains a Morningstar Analyst Rating of Bronze across all three share classes.
Will APDLX 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 APDLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the APDLX 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 APDLX’s parent organization’s priorities and whether they’re in line with investors’ interests.