Artisan Partners will close Artisan International Small-Mid ARTJX to most new investors on July 30, 2021. Manager Rezo Kanovich came over to Artisan in 2018, partially lured by the ability to have full control over fund closures. With the upcoming closure, Kanovich is demonstrating that he is thoughtful about managing the strategy's capacity, and he is not willing to accumulate assets at the expense of watering down the portfolio's quality. The fund retains its Morningstar Analyst Ratings of Silver and Bronze, depending on share class.
Will ARTJX 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 ARTJX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARTJX 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 ARTJX’s parent organization’s priorities and whether they’re in line with investors’ interests.