APHSX – Fund Analysis – Artisan Small Cap Institutional | Morningstar

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Will APHSX outperform in future?

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

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Process Pillar

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

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

Stay the course.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Investors should look beyond Artisan Small Cap’s recent struggles.

by Jack Shannon

Rated on Sep 11, 2023 Published on Sep 11, 2023

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