Artisan Global Discovery Fund
The Fund invests in a portfolio of global small and mid-cap companies poised to grow their profitability and investor returns.
Comparison Data
1Performance
| 1 month | 3 month | 1 year | 3 year | 5 year | Since Inception | Inception Date |
|---|---|---|---|---|---|---|
| -0.27% | 2.45% | 17.77% | 16.67% | 8.64% | 10% | 12 June 2020 |
Fees
| Management Fee | Performance Fee | Morningstar Total Cost Ratio |
|---|---|---|
| 0.7% | - | 1.2% |
The Artisan Global Discovery Fund, managed by Artisan Partners and distributed by Copia Investment Partners, provides investors with access to a diversified portfolio of global companies positioned for long-term capital growth. The Fund invests in the Artisan Global Discovery Fund (UCITS) — a sub-fund of the Artisan Partners Global Funds Public Limited Company, authorised and regulated under Irish law.
Through its unique approach, the Fund identifies companies that combine franchise characteristics, such as a strong brand, low-cost production, or dominant market share, with accelerating profit cycles and attractive valuations. The Fund’s investment universe spans small- to mid-sized global companies with sustainable growth potential and a demonstrated ability to compound earnings over time.
Artisan Partners believes that profit cycles drive equity returns — and that early identification of these cycles offers a powerful source of alpha. The investment team employs a fundamental, bottom-up research process to uncover businesses across global markets that are entering or benefiting from strong phases of earnings growth.
The team’s process involves three key components:
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Security Selection – identifying companies with durable advantages, such as proprietary assets, low-cost production, or market leadership.
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Capital Allocation – building positions based on where each company sits within its profit cycle:
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GardenSM: early-stage opportunities that may grow into larger positions.
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CropSM: companies in the strongest part of their profit cycle.
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HarvestSM: positions being trimmed as valuations peak or growth slows.
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Global Insight – leveraging deep sector and regional knowledge to capture opportunities across developed and emerging markets.
The Fund’s strategy also integrates environmental, social, and governance (ESG) considerations into its decision-making, viewing responsible corporate practices as a driver of sustainable long-term returns.
Investing in the Artisan Global Discovery Fund offers:
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Global growth exposure through a professionally managed, high-conviction equity portfolio.
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Diversification across countries, sectors, and industries that may be difficult to achieve through direct investment.
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Active management from an experienced global investment team with a disciplined profit-cycle framework.
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ESG integration as part of the investment process to help manage long-term risks and opportunities.
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Access to mid-cap innovators, balancing growth potential with proven business resilience.
The Fund aims to outperform the MSCI All Country World SMID Cap Net Index (AUD) by 2% or more per annum (after fees) over rolling five-year periods. It is designed for investors with a medium- to long-term horizon, seeking capital growth through active global equity exposure.
Jason L. 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, Mr. White was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer. Mr. White holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction.
James D. 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, Mr. Hamel 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. Mr. Hamel holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.
Matthew H. 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, Mr. Kamm 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. Mr. Kamm 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.
Jay C. Warner, CFA, is a portfolio manager on the Artisan Partners Growth Team. In this role, he supports the lead portfolio managers of the Artisan U.S. Mid-Cap Growth, U.S. Small-Cap Growth, Global Opportunities and Global Discovery Strategies. Mr. Warner also conducts fundamental research, primarily focusing on financial companies.
Prior to joining Artisan Partners in May 2003, Mr. Warner attended the Graduate School of Business at the University of Wisconsin-Madison and graduated from the Applied Security Analysis Program. From 1997 through 2001, Mr. Warner was a senior accountant specializing in auditing, reviewing and compiling financial statements. Mr. Warner holds a bachelor’s degree in accounting and a master’s degree in finance, investment and banking from the University of Wisconsin-Madison. Mr. Warner is a licensed Certified Public Accountant.
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