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Artisan Global Opportunities Fund - Keywords


INVESTMENT PHILOSOPHY

  • Return Focused
  • Cash Flow Driven
  • Quality Focus
  • Research Driven
  • Disciplined Investing
  • Protection First
  • Capital Protection

INVESTMENT FOCUS

  • Global
  • All Cap
  • Mid Cap Bias
  • Profit Accelerators
  • Growth with Catalysts

INVESTMENT PROCESS

  • Build Financial Models
  • Demand and Supply Analysis
  • Bottom-Up Selection
  • Balance Sheet Analysis
  • Company Visits
  • Improving Earnings Growth
  • Strict Sell Discipline
  • Seeking Positive Fundamental Change
  • Earnings Power Analysis
  • Fundamental Analysis
  • Qualitative Analysis
  • Price Conscious
  • Best in Class
  • Studying Great Businesses

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Revenue Growth Models
  • Bottom-up Selection
  • Return on Capital
  • Core Business Runway
  • Free Cash Flow Analysis
  • Improving Financials
  • Pricing Power
  • Frequent Management Contacts
  • Core Earnings Growth
  • Expected Return Calculation
  • Duration of Change Analysis
  • Fundamental Momentum
  • Seeking Earnings Acceleration
  • Moat
  • Business and Financial Models
  • Return of Capital Drivers
  • Earnings Growth
  • Deep Dive Research

PORTFOLIO CONSTRUCTION

  • Geographically Diversified
  • Growth Spectrum
  • Let Winners Run
  • Strict Sell Discipline
  • Concentrated
  • Opportunistic
  • Diversified across Markets Caps

RISK CONTROL

  • Risk Reward Analysis
  • Constant Reviews
  • Stock Selection Process
  • Downside Control
  • Permanent Loss of Capital
  • Position Size
  • Never Compromise on Quality
  • Deep Research Driven
  • Significant Event Monitoring