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M* Fund Times 11/8/2012

edited November 2012 in Fund Discussions
http://news.morningstar.com/articlenet/article.aspx?id=574363

* Artisan Again Seeks to Go Public
* Brandes CEO to Step Down
* Manager Departures Spark Changes on TCW's Equities Team
* American Century Names New Chief Operating Officer
* Wells Fargo Reopens Dow Jones Target-Date Funds
* Etc.

Comments

  • What happened when Artisan attempted to go public first time around?

    Anyone know?
  • Does going public have any affect whatsoever on how the underlying mutual funds are managed?

    The article said "Artisan Partners Asset Management said it plans to use unspecified amounts of the proceeds from the IPO to...pay cash incentive compensation due to certain portfolio managers", so one thought that comes to mind is a portfolio manager becoming fat, dumb, and happy.

    Mona
  • Reply to @Mona: It can (but it need not). See Artio, for example (but see also TROW). If you consider an asset manager being taken over by a publicly traded company as a similar type of transition, see Royce Funds (but see also Affiliated Managers Group, which does a decent job of not getting too greedy when it gets involved with, say Third Avenue or Tweedy Browne).

    Generally, I'm wary of it. Artio is obviously a mess; Royce IMHO has really lost its bearings. But staying private is no guarantee either (I'm still amazed at how Berkowitz got pulled in by Fernandez).
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