Artio Global Management Announces Five-Year Anniversary of its Suite of US Equity Funds

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NEW YORK--(BUSINESS WIRE)-- Artio Global Management LLC (“Artio Global”) announced today that all four of its US equity funds reached their five-year performance anniversaries on July 24, 2011.

The Artio US Microcap, Smallcap, Midcap and Multicap Funds all ranked in the top quartile by Lipper out of 515, 247, and 585 small-, mid-, and multi-cap core funds based on total return for the five year period ending July 31, 2011.

                       

Lipper Percentile Ranking in Category - Class A Shares as of 7/31/11 (% Rank / # of Funds)

                                 
Fund / Ticker       Category       1 Year       3 Years       5 Years
Artio US Microcap Fund

JMCAX

      Small-Cap

Core

      5 / 723       3 / 649       24 / 515
Artio US Smallcap Fund

JSCAX

      Small-Cap

Core

      47 / 723       6 / 649       6 / 515
Artio US Midcap Fund

JMDAX

      Mid-Cap

Core

      1 / 339       22 / 299       22 / 247
Artio US Multicap Fund

JMLAX

      Multi-Cap

Core

      2 / 798       10 / 701       9 / 585

Past performance is not a guarantee of future results. The Funds have experienced recent negative returns. For current performance, please call 1.800.387.6977 or visit www.artiofunds.com.

 

Samuel Dedio, Head of US Equity, who joined Artio Global in 2006, and his team of four senior research analysts, remain focused on uncovering opportunities across the market capitalization spectrum. Applying a bottom-up, core approach to investing they conduct extensive, independent research to identify opportunities within the US equity market.

Richard Pell, Chief Investment Officer and Chief Executive Officer, said that when the strategies were launched in 2006, “we were drawn to the less efficiently priced micro-, small- and mid-cap sectors that we continue to view as natural arenas for our active management approach, while multi-cap gives investors the ability to access the best of these disciplines.“

Mr. Dedio noted that by conducting hands-on research, including over 400 on-site company visits per year, “our research analysts apply their sector knowledge and industry focus to identify and exploit emerging consumer and business trends.“ He added, “I’m pleased with the performance we’ve been able to achieve during a period characterized by extreme market volatility and one where US equities have underperformed their long-term averages since we launched the funds.“

“Given the importance of longer-term performance track records to potential investors, we are excited by the opportunities presented by our US equity lineup,“ concluded Mr. Pell.

About the Company

Artio Global Investors Inc. is the indirect holding company of Artio Global Management LLC (“Artio Global”), a registered investment adviser that actively invests in global equity and fixed income markets, primarily for institutional and intermediary clients. Headquartered in New York, Artio Global has offices in Los Angeles, Toronto, London and Sydney.

Best known for International Equity, Artio Global also offers a select group of other equity and fixed income strategies, including Global Equity, a series of US Equity strategies, High Grade Fixed Income, High Yield and Local Emerging Markets Debt. Access to these strategies is offered through a variety of investment vehicles, including separate accounts, commingled funds and mutual funds.

Since 1995, our investment professionals have built a long-term track record by taking an unconventional approach to investing. Based on a philosophy of style-agnostic investing across a broad range of opportunities, we have consistently pursued a global approach that we believe provides critical insights, thereby adding value for clients over the long-term.

For more information, please visit www.artioglobal.com.

The views expressed are subject to change based on market and other conditions. Furthermore, these views do not constitute investment advice or recommendation by the individuals, Artio Global, any affiliated company, or the Artio US Equity Funds. Readers are cautioned that such forward-looking statements are not a guarantee of future performance, involve risks and uncertainties, and actual results may differ materially from those statements as a result of various factors.

Mutual fund investing involves risks. Loss of principal is possible. Stocks of micro, small and mid capitalization companies are more volatile, less liquid, involve substantial risks, and are subject to more abrupt or erratic movements than large capitalization companies. In order to achieve its investment objective, the Funds may use certain types of exchange traded funds or investment derivatives such as futures, forwards, and swaps. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. These risks are fully disclosed in the prospectus.

Past performance is no guarantee of future results. Lipper rankings are calculated based on the total returns of multiple share classes (at NAV) within their respective category. Different share classes may have different rankings. Lipper information is sourced from Lipper Analytical Services, an independent mutual fund research and rating service. Each Lipper average represents a universe of funds with similar investment objectives. Rankings for the periods shown are based on fund total returns with dividends and distributions reinvested and do not reflect sales charges. The highest percentile rank is 1 and the lowest is 100.

The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 800-387-6977 or visiting the Funds’ website at www.artioglobal.com. Please read the prospectus carefully before investing.

Artio Global Investors Inc. is the indirect holding company for Artio Global Management LLC, the Adviser for the Artio Global Funds which are distributed by Quasar Distributors, LLC.



CONTACT:

SunStar Strategic
Melissa Murphy, +1 703-894-1056
mmurphy@sunstarstrategic.com

KEYWORDS:   United States  North America  New York

INDUSTRY KEYWORDS:   Professional Services  Finance

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