James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities Strategy, including Artisan Global Opportunities Fund, and a portfolio manager for the Artisan U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies, including Artisan Mid Cap and Small Cap Funds. Prior to joining Artisan Partners in May 1997, Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 through May 1997. He began his career at Carlson, Posten & Associates. Hamel holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.
Daniel J. O’Keefe is a managing director of Artisan Partners and founding partner of the Global Value team. He is lead portfolio manager of the Artisan Global Value strategy, which he has managed since the portfolio’s inception in July 2007. In addition, he is portfolio co-manager of the Artisan Non-U.S. Value strategy, which he has co-managed since October 2006. Prior to becoming portfolio manager in 2006, O’Keefe was a research analyst for the Artisan Global Value team since its inception in 2002. Before joining Artisan Partners in May 2002, O'Keefe was an international equities analyst at Harris Associates LP, from July 1997 until May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities from February 1995 until July 1997, and was an analyst with Morningstar, Inc. from June 1993. Mr. O’Keefe holds a bachelor’s degree in Philosophy from Northwestern University.
N. David Samra is lead portfolio manager of the Artisan Non-U.S. Value strategy, which he has managed since the portfolio’s inception on 1st July 2002. In addition, he is the portfolio co-manager of the Artisan Global Value strategy, which he has co-managed since its inception on 1 July 2007. Prior to joining Artisan Partners in May 2002, Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP, from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management from June 1993 until August 1997. Mr. Samra holds a bachelor’s degree in Finance from Bentley College and a Master of Business Administration from Columbia Business School.
The investment objective of the Scheme is to achieve capital appreciation through investment in a global portfolio. The Scheme will invest primarily in UK and overseas equities and may also invest in fixed interest and index linked securities and cash. The Scheme is also permitted to invest in other transferable securities, money market instruments, units in collective investment schemes, deposits, and derivatives and future transactions (for the purpose of hedging only). The Scheme will concentrate on seeking opportunities for exceptional growth in stocks which, in the opinion of the Investment Adviser, offer good value for money. The Scheme may also invest in transferable securities in new and emerging markets.
Rank 207/546 Total Return
Rank 428/546 Standard Deviation
Rank 303/546 Max Drawdown
|205||Halifax International Growth C||GBP||
|206||TT Global Equity C GBP||GBP||
|207||St James's Place Global Acc||GBP||
|208||Russell IC World Eq II A||GBP||
|209||Thesis Ord Acc||GBP||
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|426||Dodge & Cox Worldwide Global Stock USD||GBP||
|427||Old Mutual Global Equity A Acc||GBP||
|428||St James's Place Global Acc||GBP||
|429||Guinness Global Innovators Y Acc GBP||GBP||
|429||DSM Capital Partners Global Growth I2 Acc||GBP||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- United Kingdom
- Launch date08/01/2007
- Share Class size950Mn
- Base currencyGBP
- Min. initial investment1,500
- Min. regular additional investment50
- Annual management1.67%
- Initial investment5