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U.S. Disciplined Large Cap Growth

The strategy pursues enhanced returns across the market cycle by investing in companies that have demonstrated attractive growth along with strong quality characteristics, as measured by profitability, earnings and use of leverage.

Strategy Inception

2005

Strategy AUM (USD)

$445 M

As of 10/31/2024

  1. Risk-Managed Growth Exposure

    The strategy seeks to provide balanced exposure to growth stocks by investing in those featuring both quality and growth characteristics.

  2. Focus on Fundamentals

    Fundamental models seek to identify growing, quality businesses (measured by profitability, earnings and use of leverage). An active manager review captures additional insights.

  3. Driven by Stock Selection

    The strategy seeks to outperform its benchmark by balancing risk and return in a portfolio driven by stock selection.

Investment Outlook

View our latest Investment Outlook for a concise, easy-to-scan overview of current opportunities and risks created by today's global markets.

Strategy Facts
Inception Date
11/01/2005
Total Assets
$445 M USD
As of 10/31/2024
Benchmark
Russell 1000 Growth Index
Target Excess Return
1.5% - 2.5%
Target Tracking Error
1.0% - 5.0%
Target Number of Holdings
100 - 200
Cash Exposure
3%
Maximum
Expected Turnover
100% - 200%
Depending on volatility

Available Vehicles

U.S. and certain other countries

Separate Account Strategy

Only in the U.S.

Mutual Fund

Risk Guidelines
Maximum Position Size
± 4%
Of benchmark weight
Regional Exposure
10%
Maximum non-U.S. exposure
Sector Exposure
±10%
Of benchmark weight

We Believe:

  • Stock fundamentals drive long-term returns.

  • A combination of quantitative research and qualitative reviews helps identify attractive opportunities.

  • Multiple analytical models, each tailored to a specific market segment, are the most effective way to capture attractive opportunities.

  • Systematic model design along with active portfolio monitoring and execution help enhance portfolio outcomes.

Our systematic, repeatable investment process combines rigorous quantitative modeling along with qualitative reviews by experienced portfolio managers:

  • Fundamental screening and security selection leverage multiple, custom-tailored stock selection models that seek to identify strong businesses in each sector.

  • Portfolio construction includes model implementation and an active review process that captures additional insights and balances return and risk.

All models employ a custom-tailored combination of the following fundamental pillars to screen and select qualified investments.

Focus on Operational Quality

Profitability

Earnings Sustainability

Financial Stability

Balance Sheet Strength

Understand Valuation

Earnings, Sales and Free Cash Flow Ratios

Historical and Market Peer Relative Ratios

Identify Business Growth

Sales, Earnings and Cash Flow Growth

Historical and Expected Growth Measures

Capture Non-Financial Information

Market-Based Sentiment Measures

Analyst Expectations

The team’s eleven experienced professionals come from a wide variety of academic and professional backgrounds and perform two key functions:

  • Quantitative research and analysis for model design and implementation

  • Portfolio management for constructing portfolios and managing risk

Portfolio Managers

Stephen Quance avatar
Stephen Quance

Co-CIO - Disciplined Equity, Senior Vice President, Co-Head of Global Analytics

Firm Start

2023

Industry Start

2003

Yulin Long, Ph.D., CFA avatar
Yulin Long, Ph.D., CFA

Vice President, Portfolio Manager

Head of Quantitative Research

Firm Start

2005

Industry Start

2004

Arun Daniel avatar
Arun Daniel

Portfolio Manager

Head of Disciplined Equity Group Strategies

Firm Start

2022

Industry Start

2001

Team Facts
Average Industry Experience
20 Years
Assets Under Management
$445 M USD
As of 10/31/2024
Location
New York, NY - Santa Clara, CA

Cross-Discipline Support

Client Portfolio Manager
Global Analytics Team

Takeaways

graph line with stars

Pursues companies featuring both quality and growth characteristics

magnifying glass icon

Fundamentally driven process that seeks high-quality, growing businesses

Percentage Sign

Seeks returns driven by stock selection

Composite Performance in USD (%)

1 Month
YTD
1 Year
3 Year*
5 Year*
10 Year*
U.S. Disciplined Large Cap Growth (gross)as of 10/31/2024
-0.28
24.16
43.48
8.40
17.24
14.01
U.S. Disciplined Large Cap Growth (net)as of 10/31/2024
-0.35
23.34
42.36
7.67
16.52
13.24
Russell 1000 Growth Indexas of 10/31/2024
-0.33
24.14
43.77
8.84
19.00
16.18

*Annualized

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.

Contact Us

Sources: Frank Russell Co., FactSet

The Russell 1000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.

Risk management does not imply no risk.

This is marketing material. This information is intended to be general in nature and is not personal financial product advice. Any advice contained here is general advice only and has been prepared without considering the investment objectives, financial situation or particular needs of any particular person. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your investment objectives, financial situation and needs. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. American Century nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it.