Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal


  • edited December 2021
    From a quick read of the strategy - All cap undervalued equity fund (in quality companies) generating current yield higher than the yield of SPY but has discretion to invest up to 30% outside the US. Discretion to engage in derivatives (e.g., options) to generate income and for hedging. All that sounds good but not sure it says anything not included in the name. I will have to wait for 6 months after the launch and reassess.

    Three PMs. Evidently they are from Artisan US Value team managing their Mid Cap Value fund and Value fund. I am not familiar with those funds to have an opinion.
Sign In or Register to comment.