Understand emerging markets opportunities and the American Century advantage.
There’s a lot of talk about ESG investing. However, few managers have focused on emerging markets—and that’s where we see a lot of potential.
In this Q&A, Senior Portfolio Manager Patricia Ribeiro and Senior Client Portfolio
Manager Nathan Chaudoin discuss why we believe the current market environment
may present opportunities for long-term emerging markets (EM) investors.
Hear directly from our emerging markets equity investment team on performance, portfolio positioning and the market environment.
Is earnings acceleration an underused source of diversification and excess return? See what the new data shows across regions, sectors and factors in different market environments.
Distinct Growth Philosophy – our emerging markets team focuses on identifying companies exhibiting earnings acceleration and sustainability.
Bottom-Up, Fundamental Research – we look for companies that fit our process regardless of their home country. Macroeconomic impact is incorporated into our company analysis.
All-Cap, Pure-Play Approach – we search for the best ideas regardless of market cap, in an effort to broaden the opportunity potential for outperformance while staying true to our mandate of investing in emerging market companies.
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
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
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.
Our Emerging Markets strategy seeks to invest in companies that are located primarily in emerging markets and demonstrating accelerating growth.
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.