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Our Uniquely Diversified Palette

Artisan Portfolios account for your personal risk tolerance by combining a diversified mix of assets to target maximum expected returns with reduced risk. Optimizing your portfolio doesn’t simply mean diversifying across two broader categories: it is achieved by adding deeper levels of diversification, by introducing investments like real estate and enhanced income to the income component, and alpha style and small companies to the equity portion. Such a diverse range is normally only available to high net worth investors.

It starts with a mix of income and equity to even out market fluctuations. Then geographic diversity is added, as regional economies normally grow at differing rates, given their connection to local industries. Enhanced income securities are included, as well as high-yield bonds, as these will provide higher returns in a low-interest rate environment. Real estate investments are also included, offering further income diversification as their performance tends not to follow that of equity and fixed-income securities. The equities are a combination of market capitalizations – mixing large and small-company equities – to capture their distinct performance cycles. Artisan equity portfolios benefit further by diversifying the investment management styles, evening out style fluctuations by including value and growth styles, along with our specialized alpha style. Our alpha style provides potential beyond the market benchmark through three mandates, consisting of a selection of the managers’ best investment ideas. The multiple levels of diversification of your portfolio is only the beginning.