Historically high inflation has led to heightened market volatility, and caused the market to transition from speculative fervor to economic reality. In this environment, a focus on superior businesses, valuation, and sustainable dividends will be more important. As such, we believe investors should prepare a portion of their equity portfolios for risk awareness.
Join Kevin Toney, Chief Investment Officer of Global Value Equities, and Peter Hardy, Senior Client Portfolio Manager, as they discuss the importance and outlook of quality, value and dividends as we navigate this period of heightened market risk.
What you can expect to learn:
Why quality, and a low risk approach to investing may outperform over time.
The historically significant dynamic related to value and growth styles of investing.
An outlook on the increased importance of dividends as a component of equity returns.
And insights into current market dynamics related to macro events and sector viewpoints.
Speakers:
Kevin Toney, CFAChief Investment Officer of Global Value EquitySenior Vice President, Senior Portfolio Manager of American Century Investments
Kevin Toney, CFA, is chief investment officer (CIO) of Global Value Equity, senior vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office.
As CIO, Kevin is responsible for the teams that manage the company’s value and real estate equity strategies that comprise the firm’s Global Value Equity discipline. He also is a member of the firm’s Investment Oversight and Asset Allocation Committees. As a senior portfolio manager, Kevin co-manages the U.S. Value Equity, U.S. Value Yield, U.S. Mid Cap Value and U.S. Equity Market Neutral Value strategies. Before joining American Century Investments in 1999, Kevin was an associate in the M&A group of Toronto Dominion Securities. He has worked in the investment industry since 1993.
Kevin earned a bachelor’s degree in commerce from the University of Virginia and a master’s degree in business administration from The Wharton School of Business at the University of Pennsylvania. He is a CFA® charterholder and a member of the CFA Institute.
Peter Hardy, CFAVice President, Senior Client Portfolio ManagerAmerican Century Investments
Peter Hardy, CFA, is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office.
Peter is a member of the Global Value Equity group and is responsible for communicating global value equity and real estate investment strategies and results to the firm’s clients and consultants. Prior to joining American Century Investments in 2008, Peter was director of institutional client service and consultant relationships at Morgan Asset Management, the investment subsidiary of Regions Financial. Peter also served as chief investment officer for Regions Financial Benefit Plans. Previously, Peter was vice president and equity portfolio manager at Trusco Capital Management and portfolio manager at STI Capital Management. Peter has worked in the investment industry since 1996.
Peter holds a bachelor’s degree in business administration from Furman University. He is a CFA® charterholder and a member of the CFA Institute.
For Financial Professional Use Only/Not for distribution to the public.
This is information is not intended as a personalized recommendation or fiduciary
advice and should not be relied upon for investment, accounting, legal or tax advice.
