23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] Artisan Int’l Value [1] ARTKX [Portfolio weight] 10%
I bought Artisan Int’l (ARTIX) in January 1996 because of my respect for Artisan and Mr. Yockey’s record. I traded-in my ARTIX shares and bought Int’l Value as soon as it launched because of my respect for Artisan, Mr. Samra and O’Keefe’s pedigree and my preference for value investing. Right so far: the fund is top 1% returns for the year-to-date and the trailing 1-, 3-, 5- and 10-year periods. I meditated upon switching to the team’s Global Value Fund (ARTGX) which has comparable returns, more flexibility and fewer assets.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?