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Artisan Global Value Fund | Role in Client Portfolios

  • Jun 26
  • 4 min read

Updated: Jul 8

How can the Global Value Fund fit within a diversified portfolio? In this video, Ryan Wood explains the Fund's role as a core global equity holding or complementary value allocation, and outlines the disciplined research process behind every investment decision.



Chapters

0:04 The Strategy's Role in Client Portfolios

1:05 Investment Process and Idea Generation

1:54 Research Process

2:32 Portfolio Inclusion


Transcript:


0:04 The Strategy's Role in Client Portfolios


Clients look to us as best in class stock pickers. That is what we are through and through. We provide very in-depth fundamental research in order to provide a bit of differentiation from just your broad passive global equity exposure. We're gonna look and behave very different than broad market exposure. This is an actively managed, concentrated portfolio that again, Is benchmark agnostic. It's a collection of idiosyncratic investment ideas. At the end of the day, a index is merely a collection of thousands of businesses at any point in time. We, on the other hand, are thinking of ourselves as owners of a business. And I think because of our focus on valuation and quality characteristics, the portfolio can be used as a dedicated value exposure, say to complement or offset balance exposure to a growth strategy.


Or it can simply be used as a core global equity holding. We certainly have clients who look to us for that, given our emphasis and focus on business quality. This is a very experienced, stable team with a demonstrated long-term track record. This is a time-tested process. It's been tested since 2007. That's a highly repeatable process. We're looking for four very clear characteristics in any business that we own. Just because you know it's simple doesn't necessarily mean it's easy to execute, but it means that it is repeatable.


01:05 Investment Process and Idea Generation


In terms of going a little bit deeper into our investment process, maybe it's helpful to walk a bit through idea generation, up until potentially buying a position in the portfolio. Ideas can come from a multitude of different areas. You know, the team does meet in a full research team meeting every single Thursday with the primary purpose to review screens. That's more in place to make sure that nothing is falling through the cracks, to make sure that we're not missing anything. We're screening for things at the intersection of tractive valuation and quality characteristics and financial strength, but really a lot of ideas come from the natural ground we're covering from a research standpoint.

Leaving no stone unturned, being intellectually curious, traveling around the world, meeting with management teams, meeting with competitors, suppliers of businesses that we own. Everyone on the team is incentivized to cover as much ground as they possibly can from a research standpoint.


01:54 Research Process


Another nice source of ideas is the massive database that we have of research notes. We have a very writing-intensive research culture where any touch point, any business that you study, any meeting with management team, you have to write up and publish a note. And that note ultimately gets recorded into our database.


And so we have a vast repository of notes going back to inception in 2007 on thousands of businesses. And that can serve as a nice source of ideas of say businesses that we've studied and admired in the past that meet our criteria, except perhaps for valuation. And we can go back and quickly update our work once given the opportunity to purchase that name if it trades down into an attractive valuation level.


02:32 Portfolio Inclusion


Once a name or an idea ultimately gets allocated to a work list, that's when the fundamental research really starts. That's when we begin by studying the last decade plus of historical financials, studying the industry structure, meeting with competitors, suppliers, with management teams, really any industry participant we can get in front of to better understand a business. But ultimately, what we're seeking to do is price a business based off of its normalized earnings power. I mean, if it's trading at least a 25% discount to intrinsic value then it's a candidate for purchase. And that process from idea generation up until a name is bought can take anywhere from weeks to months. It's as long as it takes for us to get comfortable before putting capital behind a name.


IMPORTANT INFORMATION

This video has been prepared by Copia Investment Partners Limited (AFSL 229316) (Copia) for general information purposes only. Copia is the issuer of the Artisan Global Value Fund (AGVF), an unregistered managed investment scheme available to wholesale clients only under an Information Memorandum (IM). The IM is available upon request to eligible wholesale investors. Interests in AGVF are not available to retail clients. The information contained in this video does not take into account the investment objectives, financial situation or particular needs of any person and is not intended to constitute financial product advice, investment advice, a recommendation or an offer or invitation to invest. Viewers should consider the appropriateness of the information having regard to their own objectives, financial situation and needs, and should seek professional advice before making any investment decision.


Any opinions, estimates, forecasts or recommendations contained in this video are subject to change without notice and may differ from subsequent views expressed by Copia or its related entities. Copia does not undertake any obligation to update the information contained in this video. While the information in this video has been prepared with reasonable care, neither Copia nor any of its related parties makes any representation or warranty as to the accuracy, completeness or reliability of the information. Past performance is not a reliable indicator of future performance. Total returns assume the reinvestment of all distributions. The performance is quoted net of all fees and expenses. The reference indices do not incur these costs. This information is provided for general comparative purposes. Positive returns, which the Funds are designed to provide, are different regarding risk and investment profile to index returns.




 
 
 

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DISCLAIMER  |  This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the Artisan Global Discovery Fund. This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information on this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information on the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions. © 2026 Copia Investment Partners Ltd.

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The Artisan Global Discovery Fund invests all or substantially all of its assets in Artisan Global Discovery Fund (Fund), a sub-fund of Artisan Partners Global Funds plc. Artisan Partners Limited Partnership serves as investment manager to the Fund. Artisan Partnership Limited Partnership, its affiliates and Artisan Partners Global Funds plc (together, Artisan Partners) are not affiliated with Copia Investment Partners. Artisan Partners does not take any responsibility for the accuracy or completeness of the contents of these materials, any representations made herein, or the performance of the Artisan Global Discovery Fund offered by Copia Investment Partners. Artisan Partners disclaims any liability for any direct, indirect, consequential or other losses or damages, including loss of profits, incurred by you or by any third party that may arise from any reliance on these materials. Artisan Partners is not responsible for, nor involved in, the marketing, distribution or sales of shares or interests in the Artisan Global Discovery Fund and is not responsible for compliance with any marketing or promotion laws, rules or regulations; and no third party, other than Copia Investment Partners, is authorised to make any statement about any of Artisan Partners’ products or services in connection with any such marketing, distribution or sales. Past performance by any other funds or accounts advised by Artisan Partners, including the Fund into which the Artisan Global Discovery Fund invests, is not indicative of any future performance by the Artisan Global Discovery Fund. © 2026 Artisan Partners. All rights reserved.

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The rating issued April 2025 APIR OPS8304AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS8304AU November 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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