Global Value Equity  >  U.S. Real Estate Securities

U.S. Real Estate Securities

Summary

INVESTMENT TEAM

Steven Brown

Steve Rodriguez

3 Investment Analysts

2 Client Portfolio Managers

Documents & Resources

RFI

 

U.S. Real Estate Securities employs both top-down and bottom-up components and is comprised of equity securities issued by real estate investment trusts (REITs) and companies engaged in the real estate industry.

We believe:

  • Economic, property sector and fundamental security factors are important forces in determining REIT security pricing.
  • Continuous access to information can create a sustainable competitive advantage.
  • Successful public real estate investment requires intensive real estate and securities analysis.
  • Dynamic market environment demands a flexible investment process.

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 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. Real Estate Securities composite includes portfolios that typically invest in REITs and companies engaged in the real estate industry. 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.

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.