Authors Posts by David Hollond

David Hollond

David Hollond
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David Hollond is a chief investment officer at American Century Investments. He oversees the teams that manage the mid-cap, small-cap and specialty U.S. growth equity strategies. He is also a member of the investment oversight and asset allocation committees.
Achieving Growth Via Efficiency

Achieving Growth Via Efficiency

Q1 2017 CIO Insights: U.S. Growth Equity - Mid & Small Cap Podcast In an uncertain environment, we believe it’s important to identify efficient companies that...
Acquisition Minded Companies Can Produce Game Changing Results

Acquisition-Minded Companies Can Produce Game-Changing Results

Q4 2016 CIO Insights: U.S. Growth Equity - Mid & Small Cap Podcast When one company acquires another, it can often produce positive inflection points in...
Staying the course during volatile times

CIO Insights: Staying the Course During Volatile Times

As investment managers, we try not to get distracted by the short-term noise in the markets. We do, however, systematically evaluate our processes to...

CIO Insights: Seeking Growth in Niche Software Solutions

Looking to 2016, we believe there are investment opportunities in companies that demonstrate accelerating growth rates in revenues and earnings. Vertical software solutions (VSS),...

CIO Insights: Growth Stock Headwinds Receding

The theme of this quarter’s CIO Insights has centered on the implications of rising interest rates for various markets. Here we discuss two positives...

CIO Insights: Disruptive Themes Impacting Growth

Our portfolios have been impacted by two central themes as of late—currency and energy—although we continue to see mostly positive impacts from these developments....

CIO Insights: Growth Amid Volatility

Volatility has returned to the market since all-time highs were attained in September. Stocks are currently muddling through a conglomeration of uncertainty wrought by global...

CIO Insights: Accelerating Through Choppy Markets

The market environment, while choppy, appears to be improving for stock-specific risk, with the Federal Reserve tapering quantitative easing as a catalyst for future...

CIO Insights: Growth Rotation Continues to Spin

The rotation away from expensive momentum stocks, which impacted portfolio performance in the beginning of the second quarter, recently reversed. Relative performance across these...

CIO Insights: Individual Growth Stocks Matter Again

We have seen a greater degree of differentiation in market reaction to earnings so far this year. In 2013, one of the difficulties we...