Opening a Window to International Diversification
Understanding Emerging Markets Opportunities
In the News
|4/7/17||Portfolio Manager Patricia Ribeiro was quoted in a Reuters about how the fund has reduced its holdings of Mexican stocks in the last six month.|
|4/5/17||Portfolio Manager Patricia Ribeiro was a guest on Bloomberg TV's Daybreak Asia show discussing investor's appetite for emerging markets and the fund's investment process.|
|3/18/17||Portfolio Manager Patricia Ribeiro is quoted in Barron's about the Fed raising interest rates, the team's process and an investment opportunity in China.|
|3/14/17||Portfolio Manager Patricia Ribeiro is quoted in the Dow Jones Newswire daily global market roundup about being underweight in Mexico.|
The American Century Advantage
Our Growth Philosophy
Our distinctive philosophy centers on identifying companies that are positioned for an acceleration in earnings and revenue. By focusing on the rate of change and positive earnings momentum, rather than an absolute rate of growth, we can capitalize on a different opportunity set than many competitors and gives us the potential for differentiated returns across market cycles.
"We believe that when a company's earnings per share are growing at an increasing rate it represents one of the most important tools in determining a stock's potential to increase in value"
- Patricia Riberio, Vice President, Senior Portfolio Manager
A Repeatable Process Focused on Company Rather than Country Fundamentals
We recognize the macroeconomic environment's impact on companies, but incorporate it with our bottom-up, individual stock analysis. We believe a consistent focus on company fundamentals rather than country headlines helps build a high conviction portfolio. It is the market's inefficiency and its slowness to recognize positive inflections points that gives our growth philosophy an advantage to discover companies ignores by our competition.
A Collaborative Environment
The Emerging Markets team is based out of our New York office. This office includes five teams that manage global and non-U.S. portfolios using the same time-tested growth philosophy and fundamental discipline. Our five teams interact through daily research meeting and share macroeconomic, political, company, competitor and supplier data among the portfolio teams. This meeting facilitates the sharing of information amongst investment teams so that they are able systematically gather global information and use that information to make timely investment decisions. The Emerging Markets strategy benefits from the free flow of ideas that is generated by this collaborative environment.
Senior Portfolio Manager
Industry start: 1984
Firm start: 2006
Anthony Han, CFA
Industry start: 1992
Firm start: 2005
Sherwin Soo, CFA
Industry start: 1995
Firm start: 2011
Client Portfolio Manager
Industry start: 2000
Firm start: 2014
We Believe Active Management Drives Emerging Market Success
Emerging Markets are a diverse collection of countries, each with their own economic, political and cultural distinctions. These distinctions along with historically low analyst coverage create significant inefficiencies that can be exploited by the right manager.
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Download the PDFFocus on Emerging Companies, Then Countries
Download the PDFEmerging Markets Equity: The Case for Being Selective
Download the PDFEmerging Markets Competitive Review 2016
1Talbot, Frank, Citiwire USA. (2016, December 06). Ranking America's top 20 female portfolio managers. Retrieved April 13, 2017, from http://www.cnbc.com/2016/12/06/ranking-americas-top-20-female-portfolio-managers.html