Artisan Small Cap InvestorARTSX

Morningstar Rating

Fund Research and Analysis

by Greg Carlson

Will changes at Artisan Small Cap right the ship?

This small-growth fund has seen changes to its management team. Comanager Marina Carlson retired. Comanager Craigh Cepukenas and the analyst who supported them continue to work on the fund full-time, Read more

Kudos

The fund is now comanaged by a very successful team.

This fund is not big on taking chances with companies that are far from being profitable.

Modest expense ratio. Read more

Risks

Conservative style sometimes causes it to disappoint during growth rallies.

Management's missteps caused the fund to lag in 2008's sharp decline, and its long-term record is so-so. Read more

Strategy

Despite manager changes here, the strategy hasn't really changed. The team here is more price-conscious than the average small-growth manager. It searches for stocks selling at discounts to its estimates Read more

Management

Big changes took place here in late 2009. Comanager Marina Carlson, who joined in April 1999, retired. Craigh Cepukenas, who had served as an analyst on the fund since 1995 before being promoted to comanager in 2004, remains--but he and the analyst Read more

Inside Scoop

This fund is more value-conscious than most small-growth offerings. As a result, its relative returns have suffered at times. But it's now run in part by a new team that Read more

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