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By Mike Liss - January 5, 2018
2017 brought with it a lot of uncertainty and speculation around what Congress would do, what lawmakers would or wouldn’t pass and what it all means to our economic landscape. But in my world, no matter what does or doesn’t happen, our approach to value investing remains the same: Identify undervalued companies that make products or have services that are needed. We look for high-quality companies that have good returns on capital. Right now, I have my eye on the energy sector and pharmaceuticals. Watch the video below for rationale on why I believe those sectors present good risk-reward opportunities.
There’s something alluring about owning gold in times of uncertainty. CIO P. Satish, head of global analytics, explains why in this 2020 gold outlook.
Growth has obviously beaten down value in recent years. But when do earnings get completely divorced from actual valuations?
July 20, 2018
Morningstar recently made comprehensive updates to the way it evaluates sustainability across funds, sectors and companies. Understand what's changed.
It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.
Tariffs. Rising rates. Geopolitical turmoil. None of this deters Sr. Portfolio Manager Mike Liss on his mission to turn high-quality companies underperforming into shareholder return. See which industries are on his radar this quarter.
April 17, 2018
Value equity Sr. PM Mike Liss sees good risk-reward opportunities in the energy and pharmaceutical sectors in 2018.
January 05, 2018
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.