Artisan Global Opportunities Fund Inv Shs
ARTRX
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 - Global
- Address
- 875 East Wisconsin Ave Ste 800 Milwaukee WI United States of America 53202
- IPO Date
- Sep 22, 2008
- CIK
- 0000935015
- Website
- artisanpartners.com
- Similar Companies
- Business
- Artisan Global Opportunities Fund Investor Class (ARTRX) is an open-end mutual fund managed by Artisan Partners Asset Management Inc. that seeks maximum long-term capital growth by investing primarily in global large-cap growth equities. The fund employs a Garden, Crop, Harvest investing approach, building positions in companies with franchise characteristics, defensible competitive positions, and accelerating profit cycles that trade at discounts to private market value; it typically holds 30-50 securities with maximum position sizes up to 10%, less than 15% cash, and no more than 35% in any country other than the United States. Key sectors include technology (25.68%), healthcare (24.03%), industrials (12.34%), communication services (10.38%), and consumer cyclical (8.89%); top holdings as of recent data feature Netflix Inc. (5.11%), Boston Scientific Corp. (5.01%), Taiwan Semiconductor Manufacturing Co. Ltd. (4.53%), argenx SE (4.03%), and Advanced Micro Devices Inc. (3.66%), with approximately 55% U.S. stocks, 40% non-U.S. stocks, and the balance in cash. Launched on September 22, 2008, the fund is domiciled in the United States with total net assets of $2.30 billion and share class assets of $649.63 million; it carries a net expense ratio of 1.15% (prospectus net 0.95%) and requires a minimum initial investment of $1,000. The portfolio management team, led by James D. Hamel (since inception), includes Matthew H. Kamm (since 2010), Jason L. White (since 2011), and Jay C. Warner (since 2022), all from Artisan Partners. Artisan Partners Asset Management Inc., founded in 1994 and headquartered in Milwaukee, Wisconsin, oversees the fund as part of its broader offerings in high value-added active investment strategies across global equities, credit, and alternatives for institutional and individual investors worldwide; the firm maintains offices in Dublin, Hong Kong, London, Singapore, and Sydney. In recent developments, Artisan Partners announced in November 2025 a definitive agreement to acquire Grandview Property Partners, a real estate private equity firm specializing in middle-market properties across the United States, expected to close in the first quarter of 2026 and expand the firm's alternative investment capabilities into private real estate while remaining mildly accretive to earnings per share. Amid preliminary assets under management of $180.8 billion as of November 30, 2025, the firm reported a $2.7 billion redemption from a non-U.S. institutional client and approximately $1.2 billion in unreinvested fund distributions, primarily impacting growth strategies. The fund itself generated negative absolute returns in Q1 2025 amid market concentration in mega-cap leaders, prompting portfolio adjustments including new Garden positions in Marvell Technology and CBRE Group during Q4 2024.