Strategy Inception
2011
Strategy AUM (USD)
$1.52 B
As of 03/31/2025
We pursue opportunities by following a systematic, repeatable process that’s driven by fundamental research. This research-driven approach is complemented by proprietary quantitative models and tools designed to increase the team’s efficiency.
Outlook
Macro views on global economic growth, inflation, central bank policies, and interest rates provide context for investment decisions
Asset Allocation
Relative value of potential securities formed using a lens of economic fundamentals and rich/cheap sector analysis
Expected return information ratios are ranked by relative attractiveness
Security Selection
Attractive issues identified by analysts through deep fundamental research, reviewed with portfolio managers and traders to select securities, managing sector exposures and issuer weights
Risk Management
Independent reviews of portfolio holdings to help ensure risk-budget compliance, conducted by a dedicated Risk Management Team, informed by proprietary technology tools
Managed by a veteran team with more than 30 years’ average experience
Offering proven expertise in managing inflation-adjusted portfolios
From one of the first participants in the asset class
Portfolio Managers
Firm Start
1983
Industry Start
1983
Firm Start
2003
Industry Start
1986
Firm Start
2008
Industry Start
2002
Firm Start
2024
Industry Start
1999
| Average Industry Experience | 30+ Years |
| Location | New York, NY - Santa Clara, CA |
Cross-Discipline Support
Client Portfolio Managers
Dedicated Trader
Global Analytics
Hedges rising rates and inflation
Research-driven multisector approach
Alpha potential of active management
Sources: Bloomberg Index Services Ltd, FactSet
Diversification does not assure a profit nor does it protect against loss of principal.
Investments in fixed income securities are subject to the risks associated with debt securities including credit, price and interest rate risk.
In certain interest rate environments, such as when real interest rates are rising faster than nominal interest rates, inflation-protected securities with similar durations may experience greater losses than other fixed income securities. Interest payments on inflation-protected debt securities will fluctuate as the principal and/or interest is adjusted for inflation and can be unpredictable.
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.