Emerging Markets Exploration

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2019 Midyear Insights -- Patricia Ribeiro Q3 2019 PM video.

Understanding Emerging Markets Opportunities

Finding Global Small-Cap Opportunities in Uncertain Markets

Senior Portfolio Manager Trevor Gurwich explains why the larger opportunity set and domestic focus of global small-cap equities make them well positioned to weather market pressures in the current environment.

Opportunities in Emerging Markets Small-Cap Investing

Senior Portfolio Manager Patricia Ribeiro explains how adding small-cap stocks to an emerging markets (EM) allocation may improve returns, provide portfolio diversification and reduce overall portfolio volatility.

The Making of a Glide Path

Understanding the impact of design decisions on retirement outcomes.

    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 Investments® 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

    Sherwin Soo

    Sherwin Soo, CFA

    Vice President,
    Portfolio Manager


    Industry start: 1995
    Firm start: 2011

    Nathan Chaudoin

    Nathan Chaudoin

    Vice President,
    Client Portfolio Manager

    Industry start: 2000
    Firm start: 2014

     

    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.

    Emerging Markets Strategy

    Our Emerging Markets strategy seeks to invest in companies that are located primarily in emerging markets and demonstrating accelerating growth.

    View Strategy Details

    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.

    Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.