Tags Disciplined equity

disciplined equity

Lacking Clarity? Go With What You Know

Lacking Clarity? Go with What You Know

Q1 2017 CIO Insights: Disciplined Equity Podcast An ocean of ink will be spilled trying to divine the Trump policy agenda for trade, international relations more broadly, taxes, regulations, what the election will mean for this or...
Process Over Politics

Process Over Politics

Q4 2016 CIO Insights: Disciplined Equity Podcast Electoral outcomes are important. Of course they are. But we don’t believe you should base your investment decisions on them. In this article, we discuss why we believe market...

CIO Insights: Disciplined Equity: Researching, Not Soul Searching

The theme of this quarter’s CIO Insights is the presumed normalization of interest rates and return of volatility to financial markets. Meanwhile, in previous Insights, we’ve outlined our objective, systematic, disciplined investment process. Here...

CIO Insights: Nuanced Insights for Volatile Global Markets

This quarter's CIO Insights have centered around the return of volatility to global financial markets and the implications of this volatility for investors. The disciplined equity investment philosophy that has delivered strong results in our U.S. strategies has also worked well in non-U.S....

CIO Insights: Currency Volatility? We’re Staying the Course

The recent divergence between monetary policy in the U.S. and other areas of the world has contributed to the sharp increase of the U.S. dollar against other currencies, notably the euro. This dramatic shift...

CIO Insights: Turn the Page, Not the (Investment) Process

This quarter, we address the potential return of stock market volatility and our investment process. Whatever the market conditions—“normal” or not, more or less volatile—we apply the same multifaceted approach. One reason we use that multifaceted approach is...

Equity Market Neutral Investing, Part IV: Our Process

The equity market neutral strategy is a natural extension of the American Century Investments® value team’s existing capabilities—we have been managing value portfolios since 1993, with extensive experience as stock pickers. The team identifies and pairs highly...

Equity Market Neutral Investing, Part III: How It Works

The primary goal of a market neutral fund is to benefit from a manager’s ability to select stocks. Historically, this has typically been managed through a quantitative investment process, but there are more and...

Equity Market Neutral Investing, Part II: What’s Neutral?

A market neutral strategy is designed to provide equal investment on long (buy in anticipation of an increase in value) and short (sell to capitalize on falling prices) transactions. The transactions are "neutral" by not favoring...

Equity Market Neutral Investing, Part I: Investors Want Alternatives

Investors are faced with a number of threats to achieving their financial goals, including heightened asset allocations, equity market volatility, low interest rates and the uncertain future of the economy. Alternatives such as an...