U.S. Mid Cap Value

Summary

TARGET

Tracking Error 5% - 8% over a standard market cycle
Excess Return 2.5% - 4.0% over a standard market cycle

INVESTMENT TEAM

Phil Davidson, CFA 

Michael Liss, CFA, CPA

Kevin Toney, CFA

Brian Woglom, CFA

11 Investment Analysts

2 Client Portfolio Managers

Documents & Resources

RFI 

 

U.S. Mid Cap Value is a bottom-up, low volatility strategy that invests in high-quality companies selling at a discount to fair value.

  • We believe investing in high-quality businesses selling at a discount to fair value will generate superior risk-adjusted returns over time.
  • We believe downside protection is critical to producing long-term outperformance.

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: Frank Russell Co., 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 GIPS® compliant presentation, 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 U.S. Mid Cap Value Equity composite includes portfolios that invest in the equity of companies that appear to be undervalued in the market with a focus on medium capitalization companies. Index futures (and currency forwards and futures, where applicable or appropriate) are occasionally used to equitize cash and manage portfolio risk. Other derivative instruments may be used, as allowed, as part of the investment strategy. Returns are calculated and stated in U.S. dollars and may increase or decrease as a result of currency fluctuation.

The Russell Midcap® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.