Artisan Developing World Fund
APHYX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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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
- Jun 29, 2015
- CIK
- 0000935015
- Website
- artisanpartners.com
- Similar Companies
- Business
- Artisan Developing World Fund Institutional Shares (APHYX) is an actively managed open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks and other equity securities of companies tied to developing world economies. The fund emphasizes scalable business models positioned to benefit from rising domestic demand in emerging markets, constructing a concentrated portfolio of 30 to 40 holdings across sectors including consumer cyclicals, technology, financial services, and communication services; key holdings as of recent reports feature MercadoLibre Inc., Sea Ltd., Tencent Holdings Ltd., Visa Inc., and Adyen NV, with allocations spanning emerging Asia, Latin America, the United States, the Eurozone, and developed Asia. It offers institutional class shares with a net expense ratio of 1.05%, a minimum initial investment of $1,000,000, and daily pricing, available to investors in the United States. Launched on June 29, 2015, and managed by Lewis Kaufman since inception, the fund operates under Artisan Partners Funds Inc., headquartered at 875 East Wisconsin Avenue, Suite 800, Milwaukee, Wisconsin 53202, as part of the broader Artisan Partners ecosystem founded in 1994. Geographically diversified with approximately 61% in non-U.S. stocks, 35% in U.S. stocks, and minimal cash, the fund targets growth-oriented companies in the diversified emerging markets category, blending exposure to both pure emerging market firms and developed market leaders with strong ties to developing regions. In recent developments, the fund marked its 10-year anniversary in July 2025, announcing cumulative returns of 193.21% since inception through June 30, 2025, outperforming the MSCI Emerging Markets Index's 62.22% and ranking in the top 1% of its Morningstar category over that period. Portfolio updates in quarterly commentaries through Q3 2025 highlight strategic additions like Ferrari and Arm Holdings, alongside strong contributions from holdings such as MakeMyTrip, CrowdStrike, Grab, Sea, and Netflix, reflecting ongoing emphasis on consumption-driven growth and replenishing value stores amid dynamic emerging market opportunities. No major acquisitions, partnerships, funding rounds, or structural reorganizations were reported in the last 1-2 years, with focus remaining on fundamental analysis, risk management, and high-conviction positioning.