A Decade of Delivery: Artisan Developing World Fund

SAN FRANCISCO, July 09, 2025 (GLOBE NEWSWIRE) -- Artisan Partners announces the 10-year anniversary and investment results for the Artisan Developing World Fund. Since its inception on June 29, 2015, the Fund (Investor Class) has returned a cumulative 193.21%, which compares to 62.22% for the MSCI Emerging Markets Index. For the 10-year period ending June 30, 2025, the Fund ranked in the top 1% of the Morningstar Diversified Emerging Markets Category. The Fund is managed by Founding Portfolio Manager Lewis Kaufman.

Kaufman said, “We are focused on disproportionate equity outcomes in the emerging markets that deliver on the promise of penetration and scale. Our approach is aligned to consumption versus production in the emerging markets because consumption can grow faster than investment especially when tied to modern population clusters. When disproportionate equity outcomes are achieved, we seek to preserve those outcomes and replenish stores of value within the portfolio, thereby creating a degree of permanence and positioning the Fund to capitalize on opportunities as they arise.”

Jason Gottlieb, CEO, commented, “Lewis has consistently delivered the high value-added outcomes we strive to achieve with differentiated talent for our investors. His experience and judgment to build a conviction-weighted portfolio based on a core set of principles attracted us to Lewis 10 years ago. Over the last decade, Lewis has navigated the emerging markets, evolving the Developing World portfolio to generate outperformance versus the index and peers as well as an absolute return to compound capital. As we mark 10 years of the Artisan Developing World Fund, we congratulate Lewis and his team on this significant milestone. We’re proud of the decade-long track record they’ve built and confident about the future opportunities ahead.”

Kaufman added, “We have stayed true to core investment principles and in particular to the notion that great companies can create value in dynamic ways over long periods of time. We have resisted the temptation to be overly transactional in our approach, instead expressing valuation sensitivity gradually. This has manifested itself in a portfolio that over time looks as much the same as it does different. For example, our top 10 holdings have an average holding period of 5.96 years, and our top five average 8.50 years. This stands in contrast to a more transactional approach that can compound investment errors and performance cycles. We remain focused on creating value and compounding pools of capital for our investors in a tax efficient manner.”

Average Annual Total Returns as of 30 Jun 2025

Source: Artisan Partners/MSCI. Fund inception: 29 Jun 2015. ¹See prospectus for further details.

Past performance does not guarantee and is not a reliable indicator of future results. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown. Call 800.344.1770 for current to most recent month-end performance.

For more information on the Artisan Developing World Fund, click here.

ABOUT ARTISAN PARTNERS

Artisan Partners, adviser to Artisan Partners Funds, Inc., is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

Carefully consider the Fund’s investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summary prospectus, which can be obtained by calling 800.344.1770. Read carefully before investing.

The value of portfolio securities selected by the investment team may rise or fall in response to company, market, economic, political, regulatory or other news, at times greater than the market or benchmark index. International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging and less developed markets, including frontier markets. Such risks include new and rapidly changing political and economic structures, which may cause instability; underdeveloped securities markets; and higher likelihood of high levels of inflation, deflation or currency devaluations. Securities of small- and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods.

MSCI Emerging Markets Index measures the performance of emerging markets. The index(es) are unmanaged; include net reinvested dividends; do not reflect fees or expenses; and are not available for direct investment.

Unless otherwise indicated, all information in this report includes all classes of shares, except performance and expense ratio information, and is as of the date shown. Portfolio statistics calculations exclude outlier data and certain securities which lack applicable attributes, such as private securities. Artisan Partners may substitute information from a related security if unavailable for a particular security. Totals may not sum due to rounding.
        
Rankings are based on total return and are historical and do not represent future results. The Fund is ranked within the Morningstar Diversified Emerging Markets Category. Morningstar % Rank Category is the fund's total-return percentile rank relative to all funds that have the same Morningstar Category for a specific time period. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The top performing fund in a category will always receive a rank of 1. The number of funds in the category may include several share classes of the same mutual fund which may have a material impact on the fund's ranking within the category. The fund (Investor Class, ARTYX) is ranked 1% out 769 funds for the 1YR period, 1% out of 711 funds for the 3YR period, 40% out of 639 funds for the 5YR period and 1% out of 453 funds for the 10YR period ended 30 Jun 2025.

© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

This material is provided for informational purposes without regard to your particular investment needs and shall not be construed as investment or tax advice on which you may rely for your investment decisions. Investors should consult their financial and tax adviser before making investments in order to determine the appropriateness of any investment product discussed herein.

Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA.

© 2025 Artisan Partners. All rights reserved.

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800.399.1770
eileen.kwei@artisanpartners.com

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