Artisan Mid Cap ValueARTQX

Morningstar Rating

Fund Research and Analysis

by Greg Carlson

We're running out of superlatives for Artisan Mid Cap Value.

This closed fund continues to deliver the goods far better than most of its mid-value peers. It did lose a brutal 49% in the October 2007-March 2009 bear market, but it held up better than 85% of its competitors. Read more

Kudos

Experienced management team with success at other funds.

Strong performance.

The managers are shareholders of the fund and own stakes in the advisor.

Fund closed to new investors at a very modest asset level. Read more

Risks

Management targets out-of-favor areas, and the fund may experience periods of discomfort before its ideas pan out.

Strict value style likely to be a burden when growth stocks dominate. Read more

Strategy

Managers James Kieffer, Scott Satterwhite, and George Sertl look for 40 to 60 cash-producing companies with strong financial positions that sell at low valuations. They focus on companies with market caps between $2. Read more

Management

James Kieffer and Scott Satterwhite worked together at Wachovia before joining Artisan in 1997. George Sertl joined them as an analyst a few years later and was promoted to portfolio manager for this fund, as well as Artisan Small Cap Value, in May 2006. Read more

Inside Scoop

This mid-value fund has several things going for it, including experienced managers, a sound strategy, and strong results. Read more

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