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By Jeff Bourke - November 8, 2018
This is not exactly breaking news: those who have invested in growth stocks in recent years have had a pretty good chance of success.
That being said, we saw the momentum of growth stocks slow a bit in the most recent quarter—and value seems to be showing signs of life after a long slog of underperformance.
Look, I’ll be the first to admit that my job as co-portfolio manager of a growth strategy is harder if value investing returns to favor. But it won’t keep me up at night, and here’s why: we invest in companies we think will shine, no matter if value or growth is in favor.
But beyond that, the people who entrust us with their investments need to have confidence in our thesis and conviction—that we won’t waver or be tempted to chase a value rally. That’s a responsibility we take seriously.
Check out the video below to learn more about all of this, as well as how we reacted to some truly breaking news in the third quarter—Facebook’s unexpected stumbles.
Trade war aside, Sr. Portfolio Manager Patricia Ribeiro is still finding opportunities to invest in China. Find out how in her latest quarterly update.
It’s too early for value investors to declare victory, but last quarter’s value rebound has Sr. PM Mike Liss optimistic about these opportunities.
Despite a disjointed and volatile economic backdrop, Portfolio Manager Brent Puff remains optimistic on the 2019 outlook for equities. One issue, however, did surprise him in the third quarter of 2018.
October 31, 2018
Sustainable competitive advantages and pricing power are key attributes of companies Portfolio Manager Jeff Bourke seeks in the current economic environment.
Portfolio Manager Jeff Bourke describes how our growth teams are navigating this uncertain environment to find compelling long-term growth opportunities.
February 14, 2019
Growth investing was still in favor during Q3 2018—but to a lesser extent. How would Large Cap Growth VP & Portfolio Manager Jeff Bourke approach a potential value-driven market? He shares three reasons he’s not worried in this quarter’s outlook video.
November 8, 2018
References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.
The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.