Opening a Window to International Diversification
Understanding Emerging Markets Opportunities
In the News
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
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. Of the 15,000 global portfolio managers are tracked by Citywire, just 1,512 — or 10 percent — are women. In this ranking, Citiwire focused on the top 20 female portfolio managers in the United States. Citywire looked at the at those women who have delivered the highest levels of return relative to the risks they have exposed investors to over the past three years. Not only that, but they all boast returns that place them in the top 25 percent of the peer group for their particular investment discipline.
The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.