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Morningstar

Artisan Global Equity Institutional APHHX Fund Analysis

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

Morningstar’s Analysis APHHX

Will APHHX 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 APHHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHHX 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 APHHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not a cookie-cutter portfolio.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan Global Equity is overseen by a capable and well-resourced manager, but its sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.

by Jack Shannon
Rated on Published on

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