A seasoned team’s sensible investment process earns Artisan Global Opportunities a Morningstar Analyst Rating of Bronze, a downgrade from Silver under Morningstar’s updated rating methodology.
Will APDRX 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 APDRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the APDRX 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 APDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.