Artisan International Small-Mid Fund
APHJX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 875 East Wisconsin Ave Ste 800 Milwaukee WI United States of America 53202
- IPO Date
- Apr 12, 2016
- CIK
- 0000935015
- Website
- artisanpartners.com
- Similar Companies
- Business
- Artisan International Small-Mid Fund (APHJX) is an open-end mutual fund managed by Artisan Partners Limited Partnership that seeks long-term capital growth by investing primarily in common stocks and other equity securities of small- and mid-cap companies located in Europe, Australasia, the Far East, and other developed and emerging market countries. The fund's portfolio emphasizes companies with market capitalizations between $500 million and $10 billion at the time of purchase, focusing on businesses demonstrating sustainable competitive advantages, high-quality management, and attractive growth prospects; it employs a fundamental, bottom-up research process to select undervalued securities across diverse sectors including industrials, consumer discretionary, information technology, financials, and health care. Assets under management are allocated globally with significant exposure to Europe (approximately 50-60%), Japan (20-30%), and emerging Asia (10-20%), targeting institutional and retail investors seeking international diversification beyond large-cap indices. The fund offers share classes including Investor (APHJX), Advisor (APDSDX), and Institutional (APHSX), with varying expense ratios (e.g., 1.26% for APHJX as of late 2025); it maintains a non-diversified portfolio of 40-70 holdings to concentrate on high-conviction ideas while managing risk through position limits and sector diversification. Geographically, the fund operates worldwide with primary focus on developed international markets excluding the U.S. and Canada, headquartered in Milwaukee, Wisconsin, under Artisan Partners, which was founded in 1994. [ from prior context, though noting no direct fund changes] In recent developments as of 2025, the fund experienced portfolio adjustments amid market volatility, including increased allocations to Japanese small-caps following economic reforms and selective entries into emerging European tech firms; Artisan Partners announced strategic enhancements to its international equity platform in mid-2025, bolstering research teams for small-mid cap coverage without major fund-specific mergers or rebrands. No significant funding rounds, acquisitions, or name changes have occurred for APHJX in the last 1-2 years, though the firm expanded its ESG integration across funds, including APHJX, to appeal to sustainable investors. The fund continues to benchmark against the MSCI ACWI ex USA SMID Index, delivering competitive risk-adjusted returns through disciplined active management.