James Hamel - Artisan Global Fund Manager
| ARTRX Fund | USD 33.20 0.10 0.30% |
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 and a portfolio manager for the Artisan U.S. MidCap Growth, U.S. SmallCap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in May 1997, Mr. Hamel was a financial associate, cost analyst and operations manager of KimberlyClark Corporationration from March 1990 through May 1997. He began his career at Carlson, Posten Associates. Mr. Hamel holds a bachelors degree in finance from the University of MinnesotaMinneapolis where he was a threetime Academic AllAmerican.
| Phone | 800-344-1770 |
Artisan Global Management Performance (%)
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Artisan Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Artisan Global a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 33.61 X | ||||
| Price To Book | 4.34 X | ||||
| Price To Sales | 3.16 X | ||||
| Total Asset | 736.34 M | ||||
| Year To Date Return | 3.98 % | ||||
| One Year Return | 17.87 % | ||||
| Three Year Return | (0.75) % | ||||
| Five Year Return | 9.93 % | ||||
| Ten Year Return | 14.51 % | ||||
| Net Asset | 2.79 B |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Artisan Global in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Artisan Global's short interest history, or implied volatility extrapolated from Artisan Global options trading.
Pair Trading with Artisan Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Artisan Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Artisan Global will appreciate offsetting losses from the drop in the long position's value.Moving together with Artisan Mutual Fund
| 0.84 | APDWX | Artisan Value Me | PairCorr |
| 0.97 | APDYX | Artisan Developing World | PairCorr |
| 0.94 | APDTX | Artisan Thematic | PairCorr |
| 0.85 | APDSX | Artisan Small Cap | PairCorr |
| 0.75 | APDUX | Artisan Floating Rate | PairCorr |
The ability to find closely correlated positions to Artisan Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Artisan Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Artisan Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Artisan Global Opportunities to buy it.
The correlation of Artisan Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Artisan Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Artisan Global Oppor moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Artisan Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Artisan Global Opportunities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.