Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my radar three months later. That’s because the value arena is all about the big picture and long-term performance.

This quarter, I dive a little deeper into how we evaluate companies and what makes a company attractive. In an overpriced market like the one we see today, it’s hard to overemphasize debt structure. That doesn’t mean we ignore companies with debt; it means we need to be confident in their ability to withstand a rising rate environment.

Watch the video below for more insight into our approach from a risk/rewards perspective.

The opinions expressed are those of Mike Liss and are no guarantee of the future performance of any American Century Investments fund. This information is for educational purposes only and is not intended as investment advice.