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Artisan Small Cap Fund;Investor

Ranked 181 out of 862 in - US Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Craigh Cepukenas

Craigh A. Cepukenas, CFA, is a managing director of Artisan Partners and a portfolio manager on the growth team. Prior to joining Artisan Partners in November 1995, Cepukenas was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Cepukenas holds a bachelor’s degree in economics from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business.

James D. Hamel

James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities Strategy, including Artisan Global Opportunities Fund, and a portfolio manager for the Artisan U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies, including Artisan Mid Cap and Small Cap Funds. Prior to joining Artisan Partners in May 1997, Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 through May 1997. He began his career at Carlson, Posten & Associates. Hamel holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.

Matthew H. Kamm

Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. Prior to joining Artisan Partners in May 2003, Kamm was an associate equity research analyst at Bank of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Kamm holds a bachelor’s degree in public policy from Duke University and a master’s degree in business administration, with a specialty in finance and operations management, from New York University.

Jason White

Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the on the Growth team. In this role, he is a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies, including Artisan Global Opportunities, Mid Cap and Small Cap Funds. Prior to joining Artisan Partners in June 2000, White was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer. White holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction.

Objective

The Fund seeks maximum long-term capital growth by investing in well-managed companies with sustainable growth prospects whose stocks appear undervalued, either because they lack investor recognition or are temporarily out of favor.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 5.6% 3.8%
2016 5.5% -6.3% 8.8% 9.5% -5.4%
2015 0.3% 2.4% 7.6% -11.8% 3.3%
2014 -0.8% -0.1% -3.9% -5.9% 9.8%
2013 42.8% 11.9% 3.4% 15.3% 7.1%
2012 17.8% 17.0% -4.5% 6.3% -0.8%
2011 7.0% 12.8% 3.1% -16.3% 9.9%
2010 20.5% 2.8% -7.8% 11.3% 14.2%
2009 44.1% -10.1% 26.9% 19.3% 6.0%
2008 -43.9% -14.5% -4.7% -4.8% -27.7%
2007 3.3% 0.4% 8.1% 0.7% -5.5%
2006 6.9% 12.7% -9.3% -1.4% 6.0%
2005 7.0% -4.6% 5.6% 6.3% -0.1%
2004 21.8% 7.0% 5.1% -5.1% 14.3%
2003 43.5% -2.7% 23.8% 5.3% 13.2%
2002 -28.7% -1.5% -12.7% -24.1% 9.3%
2001 11.8% -4.3% 17.1% -20.2% 25.0%
2000 -3.3% 12.9% -2.1% -5.2% -7.7%
1999 19.2% -11.9% 12.8% -0.9% 21.0%
1998 -13.5% 7.4% -3.5% -26.0% 12.8%
1997 22.7% -4.8% 16.3% 13.2% -2.2%
1996 11.9% 5.8% 5.2% -4.2% 4.9%
1995 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/03/1995
  • Share Class size456Mn
  • Base currencyUSD
  • ISIN US04314H1059

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.97%

Related News

Global equity veteran steps down from fund manager role

Seasoned investor ends 17-year portfolio management role at US-based asset management firm.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).