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Morningstar

Artisan Global Value Institutional APHGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Artisan Partners Investment Hub

Morningstar’s Analysis APHGX

Will APHGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APHGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Due for an upgrade.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Increased conviction in Artisan Global Value’s investment team lifts its People rating to High from Above Average.

by Andrew Daniels
Rated on Published on

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