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Artisan Small Cap Fund Investor Shares (ARTSX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 496.18M
Artisan Small Cap Investor
38.86
+0.68
+1.78%
- Overview
- Profile
- Historical Data
- Holdings
ARTSX Overview
On this page you'll find an in-depth profile of Artisan Small Cap Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of ARTSX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies.
Contact Information
Address
Artisan Partners Funds
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jay C. Warner | Co-Founder | 2022 | 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." | ||
| Jason L. White | Managing Director, Portfolio Manager | 2011 | Now |
| Biography | Jason White, 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 Discovery Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies. Prior to joining Artisan Partners in June 2000, Jason was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer. Jason holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction. | ||
| Matthew H. Kamm | Managing Director | 2010 | Now |
| Biography | Matt Kamm, 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 U.S. Mid-Cap Growth Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Small-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Matt was an associate equity research analyst at Banc of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Matt 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. | ||
| James D. Hamel | Managing Director, Portfolio Manager | 2009 | Now |
| Biography | James 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 and a portfolio manager for the Artisan U.S. Mid-Cap Growth, U.S. Small-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in May 1997, Jim 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. Jim holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American. | ||
| Craigh A. Cepukenas | Managing Director, Portfolio Manager | 2004 | Now |
| Biography | Craigh Cepukenas, 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 Global Opportunities, U.S. Mid-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in November 1995 as an analyst, Craigh was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Craigh 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. | ||
| Andrew C. Stephens | Managing Director, Portfolio Manager | 2009 | 2014 |
| Biography | Andrew C. Stephens is a managing director of Artisan Partners and a founding member of the Artisan Partners Growth team. Prior to joining Artisan Partners in March 1997, Mr. Stephens was co-manager of the Strong Asset Allocation Fund at Strong Capital Management from February 1993 through March 1997. In addition, Mr. Stephens was a senior research analyst for the Strong Common Stock Fund and Strong Opportunity Fund. He began his career at Strong Capital Management in 1986. Mr. Stephens holds a bachelor’s degree in Economics from the University of Wisconsin-Madison. | ||
| Marina T. Carlson | Managing Director | 1999 | 2009 |
| Biography | Carlson is a managing director of Artisan Partners. Carlson holds the Chartered Financial Analyst designation. | ||
| Carlene Murphy Ziegler | Managing Director, Portfolio Manager | 1995 | 2008 |
| Biography | Ziegler is a managing director of Artisan Partners and portfolio manager of the firm's small capitalization growth equity portfolios. Prior to founding the firm in 1995, she spent four years as a portfolio manager and securities analyst with Strong Capital Management. She also spent 11 years with Stein Roe & Farnham, including five years as a portfolio manager with the company. Ziegler holds the Chartered Financial Analyst designation. | ||
| Millie Adams Hurwitz | Partner, Portfolio Manager | 1996 | 1999 |
| Biography | Hurwitz is a partner and portfolio manager with Artisan Partners, her employer since 1995. Previously, she spent three years as a portfolio manager with Stein Roe & Farnham, where she was a comanager of the SteinRoe Prime Equities Fund. Hurwitz also spent two years as a senior vice president with OLC Corp. | ||
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