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Global Value Equity Team

Seeking High Quality, Out-of-Favor Companies

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Our global value equity strategies seek to identify quality yet undervalued companies with the potential to provide alpha. We use fundamental research techniques to identify and invest in companies that we believe are trading below their fair market value.

30+
Investment Professionals¹ ¹As of 9/30/2024
$43B+
Assets Under Management¹
15+ Years
Average Industry Experience¹
1993
Discipline Inception

Compelling Value Strategies

A broad array of U.S., global and Non-U.S. value equity strategies and capabilities spanning various capitalization ranges, geographies, asset classes and value investing styles.

Quality-Focused Investment Approach

We use fundamental research to identify a proprietary universe of high-quality companies and invest in those that are undervalued. Some strategies also implement sustainability considerations.

Seeking Risk-Aware Alpha

Our strategies seek to deliver a strong risk-adjusted return profile including excess returns, uncorrelated alpha and a focus on potential downside risks.

Global Value Equity Strategies

Global Focus

Global Value Transition*

A global equity strategy seeking to invest in high-quality value companies that are undergoing a sustainability transition that we expect to contribute to compelling risk-adjusted returns over time.

Global Quality Value

A global equity strategy seeking to invest in high-quality businesses selling at a discount aiming to generate income, provide downside protection, and generate compelling risk-adjusted returns over time.

Global Real Estate Securities

A strategy seeking to deliver diversification and high total return including capital appreciation and secondarily, current income within the global real estate industry.

Non-U.S. Focus

Non-U.S. Intrinsic Value

A bottom-up, absolute, intrinsic value strategy that adheres to the principle of margin of safety in constructing a benchmark agnostic portfolio.

U.S. Focus

U.S. Focused Large Cap Value

A high-conviction, value strategy that strives to invest in high-quality, large cap companies selling at a discount to fair value.

U.S. Mid Cap Value

A bottom-up, classic value strategy that seeks to invest in high-quality, medium capitalization companies selling at a discount to fair value.

U.S. Real Estate Securities

A strategy looking to deliver diversification and high total return including capital appreciation and secondarily, current income within the U.S. real estate industry.

U.S. Small Cap Income

A strategy seeking to invest in small cap, income-producing companies selling at a discount to fair value.

U.S. Small Cap Value

A strategy focused on investing in high-quality, small cap companies selling at a discount to fair value.

U.S. Value

A bottom-up, classic value strategy that invests in high-quality companies selling at a discount to fair value.

U.S. Value Yield

A classic value strategy that seeks to deliver income, build capital and manage downside risk over time.

Let's Create a Partnership

Effective August 15, 2024, Global Sustainable Value was renamed Global Value Transition.

Diversification does not assure a profit nor does it protect against loss of principal.

Many of American Century's investment strategies incorporate sustainability factors, using environmental, social, and/or governance (ESG) data, into their investment processes in addition to traditional financial analysis. However, when doing so, the portfolio managers may not consider sustainability-related factors with respect to every investment decision and, even when such factors are considered, they may conclude that other attributes of an investment outweigh sustainability factors when making decisions for the portfolio. The incorporation of sustainability factors may limit the investment opportunities available to a portfolio, and the portfolio may or may not outperform those investment strategies that do not incorporate sustainability factors. ESG data used by the portfolio managers often lacks standardization, consistency, and transparency, and for certain companies such data may not be available, complete, or accurate.