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Artisan Global Opportunity Trust, Tier 3 (0P00011S7Y)

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43.190 +0.090    +0.21%
22/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.1B
Type:  Fund
Market:  United States
Issuer:  SEI Trust Company
Asset Class:  Equity
Artisan Global Opportunity Trust Tier 3 43.190 +0.090 +0.21%

0P00011S7Y Overview

 
On this page you'll find an in-depth profile of Artisan Global Opportunity Trust, Tier 3. Learn about the key management, total assets, investment strategy and contact information of 0P00011S7Y among other information.
Category

World Large-Stock Growth

Total Assets

4.1B

Expenses

0.75%

Inception Date

Dec 06, 2012

Investment Strategy

The Artisan Partners Growth Team seeks to compound assets by exposing portfolios to growth while avoiding permanent capital loss. The team believes it is possible to achieve that goal through a repeatable investment process emphasizing being right more often than wrong, and being right in a bigger way than when wrong.

Contact Information

Address 875 East Wisconsin Avenue, Suite 800
London,England SW1A 1HA
United Kingdom
Phone 44-20-7766-7110
Fax 44-20-7766-7111

Top Executives

Name Title Since Until
François Broquin Analyst 2023 Now
Biography François Broquin, CFA, is an analyst on the Artisan Partners Growth Team. In this role, he conducts fundamental research, primarily focusing on industrial and energy companies. Prior to joining Artisan Partners in September 2023, François was a director at CDPQ covering global industrial equities. Before that, he was a vice president in equity research at AB Bernstein covering US utilities. Earlier in his career, he was a financial analyst at Société Générale. François holds a bachelor's and master's degree in engineering from École Centrale Paris, and a master's degree in engineering from Cornell University.
Sally Fernandes Analyst 2023 Now
Biography Sally Fernandes is an analyst on the Artisan Partners Growth Team. In this role, she conducts fundamental research, primarily focusing on technology companies. Prior to joining Artisan Partners in June 2022, Sally was an analyst with AllianceBernstein covering semiconductors. Earlier in her career, she served as head of the strategic projects department at ITC Limited, a consumer packaged goods company based in India. Sally holds a bachelor's degree in technology in electrical and electronic engineering from the National Institute of Technology in India, and a master's degree in business administration from the Wharton School, University of Pennsylvania.
Sarah Olijar Analyst 2023 Now
Biography Sarah Olijar, CFA, is an analyst on the Artisan Partners Growth Team. In this role, she conducts fundamental research, primarily focusing on health care, industrials and energy. Prior to joining Artisan Partners in July 2022, Sarah was an associate with Durable Capital Partners where she was a generalist. Prior to that, she was with Sands Capital Management where she focused on the health care sector. Sarah holds a bachelor's degree from the University of Virginia.
Sridar Maya Analyst 2023 Now
Biography Sridar Maya, CFA, is an analyst on the Artisan Partners Growth Team. In this role, he conducts fundamental research, primarily focusing on consumer companies. Prior to joining Artisan Partners in June 2023, Sridar was an analyst at AllianceBernstein. He holds a bachelor's degree in economics and computer science from the University of Pennsylvania.
Matt Lemenager Analyst 2023 Now
Biography Matt Lemenager, CFA, is an analyst on the Artisan Partners Growth Team. In this role, he conducts fundamental research, primarily focusing on technology companies. Prior to joining Artisan Partners in October 2020, he was a senior associate in equity research at Robert W. Baird & Co. Mr. Lemenager holds a bachelor's degree in finance from the College of Business at the University of Illinois at Urbana-Champaign and a master's degree in business administration from The University of Chicago Booth School of Business.
Angela Wu Analyst 2022 Now
Biography Angela Wu is an analyst on the Artisan Partners Growth Team. In this role, she conducts fundamental research, primarily focusing on internet and media companies. Prior to joining Artisan Partners in October 2022, she was head of corporate strategy with Snap Inc. (Snapchat). Before that, Ms. Wu was a partner covering global internet, software, and consumer and retail companies with EMS Capital, a fundamental research-driven long-short equity hedge fund focused on TMT. Earlier in her career, Ms. Wu evaluated and executed private equity deals in the consumer, industrial and special situations group at Warburg Pincus and was a principal with Goldman Sachs where she evaluated and executed equity and asset principal investments. Ms. Wu holds a bachelor's degree in economics and history from Yale University.
Robin Johnson Head of Stewardship 2022 Now
Biography Robin Johnson is the head of Stewardship on the Artisan Partners Growth Team. In this role, she leads the team's stewardship activities, including portfolio holding engagements and proxy voting. Prior to joining Artisan Partners in January 2006, Robin worked as an urban planning consultant. Robin holds a bachelor's degree in geography from the University of Wisconsin-Madison.
Cindy Mu Associate Portfolio Manager 2022 Now
Biography Cindy Mu, CFA, is an associate portfolio manager on the Artisan Partners Growth Team. In this role, she conducts fundamental research, primarily focusing on consumer companies. Prior to joining Artisan Partners in July 2013, Ms. Mu was an associate director of the public fixed income group at Sun Life Financial. Ms. Mu holds a bachelor's degree in scientific computing from Sun Yat-Sen University, a master's degree in mathematical finance from Boston University and a master's degree in business administration from The University of Chicago Booth School of Business.
Aashish S. Rao Vice President in Equity Research 2020 Now
Biography Aashish S. Rao is an associate portfolio manager on the Artisan Partners Growth Team. In this role, he conducts fundamental research, primarily focusing on technology companies. Prior to joining Artisan Partners in June 2014, Mr. Rao was a vice president in equity research, covering technology and semiconductors at Bank of America Merrill Lynch. Earlier in his career, Mr. Rao held positions at Credit Suisse and the Intel Corporation. Mr. Rao holds a bachelor’s degree in electrical and electronics engineering from Birla Institute of Technology and Science in India, a master’s degree in electrical engineering from the University of Minnesota-Twin Cities and a master’s degree in business administration from Duke University Fuqua School of Business.
Jay C. Warner Managing Director, Portfolio Manager 2019 Now
Biography Jay Warner, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is a co-lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth, Global Opportunities and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Jay attended the Graduate School of Business at the University of Wisconsin-Madison and graduated from the Applied Security Analysis Program. From 1997 through 2001, Jay was a senior accountant specializing in auditing, reviewing and compiling financial statements. Jay holds a bachelor's degree in accounting and a master's degree in finance, investment and banking from the University of Wisconsin-Madison. Jay was a licensed Certified Public Accountant.
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