MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital appreciation through investment in quoted securities on a worldwide basis. The fund's assets are to be invested at the Manager's discretion in UK and overseas equities and may be invested in fixed interest and index linked securities, cash and cash equivalents.

Fund Managers

Daniel O'Keefe

Daniel J. O'Keefe is a managing director of Artisan Partners and founding partner of the Artisan Partners Global Value Team. He is lead portfolio manager of the Artisan Global Value Fund, which he has managed since its inception in December 2007. Mr. O'Keefe also was co-portfolio manager for the International Value Fund from October 2006 through September 2018. Prior to becoming portfolio manager in 2006, Mr. O'Keefe was a research analyst for the Artisan International Value Fund. During this time, the team was nominated six times (in 2008, consecutively from 2011-2014, and again in 2016) for Morningstar, Inc.'s International-Stock Fund Manager of the Year award in the US and won the award in 2008 for Artisan International Value and in 2013 for Artisan Global Value and Artisan International Value Funds. Prior to joining Artisan Partners in May 2002, Mr. O'Keefe was an analyst in international equities at Harris Associates LP from July 1997 through May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities, and was an analyst with Morningstar, Inc. Mr. O'Keefe holds a bachelor's degree in philosophy from Northwestern University.

James Hamel

James is a managing director of Artisan Partners. Based in Milwaukee, he is a portfolio manager in their Growth Team and one of its founder members. Within the team, he is the lead portfolio manager for the Artisan Global Opportunities Fund and the small-cap growth strategy. Prior to joining Artisan Partners in 1997, James was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from 1990 to 1997.