Prabha Ram, Portfolio Manager and Kevin Lewis, Vice President, Senior Client Portfolio Manager, American Century Investments discuss the firm’s Focused Dynamic Growth Strategy, and its emphasis on sustained growth and innovation.
While the U.S. stock market has seemingly recovered from April 2020’s COVID-19 related crash, there is still tremendous levels of uncertainty surrounding the pandemic’s long term effects on the global economy and the trajectory of corporate earnings growth. Looking ahead, American Century’s Focused Dynamic Growth strategy aims to invest in a concentrated set of high-growth, early stage companies poised to deliver long-term capital gains. These innovative, disruptive companies are often under represented in the Russell 1000 Index or in other passive strategies weighted towards slower mature growth, explains Ram. Top overweighted stocks include innovation-centered companies like Tesla, Salesforce, and Boston Beer Co.
The American Century Focused Dynamic Growth investment team leverages bottom-up, fundamental research and deep industry expertise to make stock selections and drive performance. Investors can access the strategy via mutual fund, ETF, or SMA.
To learn more, register for American Century’s webcast: Sustained Growth Beyond Election and Market Cycles. ON DEMAND SOON.
Topics Include:
- How identifying above-average growers early in their life cycles may offer better wealth creation over time
- What investors might be missing with passive large-cap growth exposure
- Which industries and/or sectors we believe are positioned for sustained growth past the election
ON DEMAND SOON.
Prabha Ram, CFA, is a portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.
Prabha co-manages the U.S. Focused Dynamic Growth strategy and provides fundamental research and equity analysis for this strategy as well as U.S. Premier Large Cap Growth, U.S. Large Cap Quality Growth, and Health Care Impact Equity. Before joining American Century Investments in 2008, she served at Bear Stearns Asset Management as a vice president covering financials and industrials for growth portfolios. Prior to that, Prabha worked as an associate for Merrill Lynch Equity Research covering brokers, multinational banks and asset managers.