Emerging Markets Small Cap

Summary

TARGET

Tracking Error 3% to 5% over a standard market cycle
Excess Return 2% to 3% over a standard market cycle

INVESTMENT TEAM

Patricia Ribeiro

Sherwin Soo, CFA

5 Investment Analysts

4 Client Portfolio Managers

The Emerging Markets Small Cap strategy seeks to invest in small cap companies that are located primarily in emerging markets and demonstrating accelerating growth.

  • Centers on the belief that accelerating growth in earnings and revenues, rather than the absolute level of growth, is more highly correlated to stock price performance.
  • Directs us to research different companies than other growth managers, as we do not require an absolute threshold of earnings or revenue growth.
  • Allows us to take advantage of both the normal price appreciation that results from a company's earnings growth and the market's re-rating of a company's price-to-earnings multiple.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: MSCI Inc., FactSet

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.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

For a presentation that complies with the GIPS® standards, click here .

For purposes of compliance with the Global Investment Performance Standards ("GIPS®"), the Firm is defined as American Century Investment Management, Inc. ("ACIM"). ACIM claims compliance with GIPS®. The Emerging Markets Small Cap composite seeks to provide a total return that exceeds the benchmark (MSCI Emerging Markets Small Cap Index) over a market cycle by investing in small cap companies in emerging countries utilizing a growth investment strategy. Returns are calculated and stated in U.S. dollars and may increase or decrease as a result of currency fluctuation.

Source: MSCI. Morgan Stanley Capital International (MSCI) makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.