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As emerging markets continues to drive global growth, it's clear that individual EM companies have a lot to offer - you just have to know where to find them. Hear Sr. Portfolio Manager Patricia Ribeiro share her expertise during a recent Asset TV Masterclass on International Investing.
Consider current conditions as short-term difficulties and remain focused on the longer-term positive outlook for the region.
Sr. Portfolio Manager Patricia Ribeiro explains where we look for EM opportunities and how we scrutinize our portfolio when the waters get rough.
Emerging markets has veered toward bear market territory since January 2018. investors should remain focused on the longer-term positive outlook.
Sr. Portfolio Manager Patricia Ribeiro and Sr. Client Portfolio Manager Nathan Chaudoin discuss how the index has changed to reflect the economic transformation of emerging markets
Sr. Client Portfolio Managers Nathan Chaudoin and Joyce Huang explain why investors should look beyond the media reports and focus on still-solid EM fundamentals.
In the wake of recent strong performance of emerging markets equities (EME), we have received a number of questions about the efficacy and desirability of including EME in multi-asset portfolios.
- Patricia Riberio, Vice President, Senior Portfolio Manager
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 recognize the macroeconomic environment's impact on companies, but incorporate it with our bottom-up, individual stock analysis. We believe that focusing 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.
Get a Closer Look
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
Industry start: 1995
Firm start: 2011
Client Portfolio Manager
Industry start: 2000
Firm start: 2014
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.
View the Emerging Markets fund details along with important fund documents.
Check out the turnkey flyer about our focus on emerging companies, then countries.
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.