Emerging Markets:
Opening a Window to International Diversification

U.S. Policy Questions & Emerging Markets

Two countries have been on emerging markets VP & Sr. Portfolio Manager Patricia Ribeiro's radar: Mexico and China.

Watch the Video

     

CNBC shares Citywire's list of America's Top 20 Female Portfolio Managers and Emerging Markets Portfolio Manager Patricia Ribeiro was among those listed.

 

Understanding Emerging Markets Opportunities

 

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.

Active Management Drives Emerging Market Investment Success

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.

Patricia Ribeiro

Patricia Ribeiro
Vice President, 
Senior Portfolio Manager

Industry start: 1984
Firm start: 2006

Anthony Han, CFA

Anthony Han, CFA
Vice President,
Portfolio Manager

Industry start: 1992
Firm start: 2005

Sherwin Soo, CFA

Sherwin Soo, CFA
Portfolio Manager


Industry start: 1995
Firm start: 2011

Nathan Chaudoin

Nathan Chaudoin
Vice President,
Client Portfolio Manager

Industry start: 2000
Firm start: 2014

We Believe Active Management Drives Emerging Market Success

Active Management Drives Emerging Market Investment 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.

 

Advisor Insights Requires authentication, in most cases only your email address, to access.

 

Important Documents

  

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