Emerging Markets

Continued Outperformance?

Emerging Markets in 2018 

Senior Portfolio Manager, Patricia Ribeiro discusses how in 2017 Emerging Markets came back strong from depressed levels and how we think stock selection may play a bigger role in 2018.

Understanding Emerging Markets Opportunities

Urbanization Is Changing the Face of Emerging Markets

Urbanization Is Changing the Face of Emerging Markets

New white paper by Nathan Chaudoin, Vice President and Client Portfolio Manager for Global and Non-U.S. Equity.

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Asset TV

Emerging Markets Masterclass panel featuring Patricia Ribeiro, Vice President and Senior Portfolio Manager.

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Emerging Markets Have Hit It Out of the Park Recently

But batting average is important when choosing an investment. Don't strike out with this measure.

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

 

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.

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 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.

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

Nathan Chaoudoin

Nathan Chaudoin

Vice President,
Client Portfolio Manager

Industry start: 2000
Firm start: 2014

Sherwin Soo

Sherwin Soo, CFA

Portfolio Manager


Industry start: 1995
Firm start: 2011

 

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.

Want to Know More?

View the Emerging Markets fund details along with important fund documents.

Emerging Markets Fund

Advisor Insights

Check out the turnkey flyer about our focus on emerging companies, then countries.

Download Flyer

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.