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Star duo’s blockbuster global equity fund to reopen

Star duo’s blockbuster global equity fund to reopen

Artisan Partners has lifted investment restrictions placed on its global equity value strategy as of 1 October, the US-based asset manager has announced.

The Wisconsin-based company first stemmed flows into the US version of the Artisan Global Value fund in late 2013, with capacity constraints extended to its Ucits mirror in February 2014.

The strategy as a whole, which includes the US fund, the Ucits fund and all pooled vehicles, had $14.1 billion in assets under management as at 31 August 2015.

While the bulk of the fund is reopened, Artisan Partners said the strategy will remain closed to most new separate accounts.

Citywire A-rated managers David Samra and Daniel O’Keefe have co-run the strategy since it was originally launched in the US in 2007 and also oversaw its extension to international investors in March 2011.

Artisan said it had originally opted to close the Dublin-domiciled fund in response to the ‘velocity of asset growth’ seen in the fund, having risen from €778 million in assets at the end of 2013 to €859 million in mid-2014.

According to the latest available factsheet, the Ucits-version of the Artisan Global Value Partners had €869 million in assets under management as at the end of August 2015.

The Artisan Global Value fund returned 40.8% in US dollar terms over the three years to the end of August 2015. Its Citywire-assigned benchmark, the LCI S&P 500/MSCI World (50:50), rose 42.89% over the same 36-month period.

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