Searching for Sustainable Dividends in a Low-Yield Environment – American Century Investments – 2.16.21

Summary:

Now On Demand.

Generating sustainable income has become increasingly challenging in today’s market. Learn how American Century’s Value Team seeks yield while aiming to avoid dividend traps with a deep dive on the energy and financials sectors. Join Brian Woglom, Senior Portfolio Manager for American Century’s Equity Income Portfolio and David Byrns, Portfolio Manager and Senior Investment Analyst, for an in-depth discussion around the opportunities in high-quality value investing, the difficulties in finding sustainable yields, and their outlook on the energy and financials sectors.

What you can expect to learn:

• Importance of dividends in a low return environment
• Sustainable dividend opportunities in the current market
• Outlook on the energy and financials sector

Speakers:

Brian Woglom, CFA, is a 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.

Brian is a member of the team of investment professionals managing the Equity Income, Value, Large Company Value, Mid Cap Value and Market Neutral Value funds and related accounts, and he co-manages Large Company Value, Value, Mid Cap Value and Market Neutral Value. He joined American Century Investments in 2005. Previously, Brian was an investment analyst for Argo Partners and an analyst for the portfolio management unit of Metropolitan Life Insurance Co. He has worked in the investment industry since 1998.

Brian earned a bachelor’s degree in economics from Amherst College and a master’s degree in business administration from the University of Michigan. He is a CFA^® charterholder and a member of the CFA Institute.

David Byrns, CFA, is a portfolio manager and senior investment analyst for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City office. David co-manages the U.S. Equity Market Neutral Value strategy and provides fundamental research and analysis for the U.S. Value Yield, U.S. Value, U.S. Mid Cap Value, U.S. Large Cap Value, U.S. Equity Market Neutral Value, U.S. Dividend Value and Global Dividend Value strategies. He has been a member of the team since joining American Century Investments in 2014. Prior to that, he was an equity research analyst with the London Company Investment Counsel, LLC. Previously, he held roles as an equity analyst at Hilliard Lyons Capital Management and an associate equity research analyst at Fifth Third Asset Management, both located in Cincinnati, Ohio. He has worked in the investment industry since 2008.

David holds a bachelor’s degree in business administration from the University of Dayton and a master’s degree in business administration from the University of Wisconsin-Madison. He is a CFA^® charterholder and a member of the CFA Institute.

Mike Rode 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.

Mike is a member of the Global Value Equity group and is responsible for communicating global value equity strategies and results to the firm’s clients and consultants. Prior to joining American Century Investments in 2018, Mike was managing director, Institutional Equity Sales, at SunTrust Robinson Humphrey. Previously, Mike was managing director, Institutional Equity Sales, at Needham & Company LLC, and vice president, Institutional Equity Sales at C.E. Unterberg, Towbin. Mike has worked in the investment industry since 2003.

Mike holds a bachelor’s degree in finance with a minor in english from Marist College.