Artisan Global Equity Fund Investor Shares
ARTHX
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.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 875 East Wisconsin Ave Ste 800 Milwaukee WI United States of America 53202
- IPO Date
- Mar 29, 2010
- CIK
- 0000935015
- Website
- artisanpartners.com
- Similar Companies
- Business
- Artisan Global Equity Fund Investor Shares (ARTHX) is an open-end mutual fund managed by Artisan Partners Asset Management Inc. that seeks maximum long-term capital growth by investing at least 80% of its net assets in equity securities and instruments with similar economic characteristics, including common stocks, preferred stocks, convertible securities, depositary receipts, and rights and warrants, both within and outside the U.S., including emerging markets; the fund follows a large-cap blend investment style within the Global Large-Stock Growth category, with allocations typically emphasizing industrials (around 33%), financial services (around 28%), utilities, healthcare, and technology, across regions such as the Eurozone (around 25%), United Kingdom (around 20%), United States (around 17%), and developed Asia. ARTHX, with total net assets of approximately $184 million and a net expense ratio of 1.35%, maintains a portfolio turnover of about 137%, a minimum initial investment of $1,000, and is available for sale in the United States; it is led by portfolio managers Mark Yockey (since inception), Andrew Euretig, and Charles-Henri Hamker. Launched on March 29, 2010, the fund operates under Artisan Partners, a global investment management firm founded in 1994 and headquartered in Milwaukee, Wisconsin, with additional offices in Dublin, Hong Kong, London, Singapore, and Sydney. Artisan Partners, the adviser to ARTHX and a range of other equity, fixed-income, and alternative strategies serving institutional and individual investors worldwide, focuses on high value-added investment approaches through autonomous, talent-driven teams. In a significant recent development, Artisan Partners announced in November 2025 its agreement to acquire Grandview Property Partners, a private real estate firm managing approximately $940 million in assets focused on middle-market properties across the U.S., including industrial, residential, and powered-land themes; the transaction, expected to close in the first quarter of 2026, expands Artisan's platform into private real estate alternatives while allowing Grandview to retain investment autonomy, and is projected to be mildly accretive to earnings per share. Additionally, in early 2025, Artisan restructured leadership in its U.S. Mid-Cap Growth strategy by appointing Jason White as co-lead portfolio manager alongside Matt Kamm, effective January 1, alongside launches such as the Global Special Situations strategy, reflecting broader diversification into alternatives, emerging markets, and credit amid rising assets under management nearing $183 billion as of late 2025.