Emerging Markets:
Opening a Window to International Diversification

   

2017 Mid-Year Insights

   

 

Understanding Emerging Markets Opportunities

 

The American Century Advantage

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 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

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

 

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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. 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.