The Search for Quality and Value in Tech and Healthcare – American Century Investments – 5.20.21

Summary:

Now On Demand.

Fueled by low GDP growth, low interest rates and low inflation, growth stocks overpowered value investing for most of the last decade. But positive vaccine results in early November turned the tables.

Strong security selection will be a key performance driver as return dispersions widen in many sectors. Join Brian Woglom, Senior Portfolio Manager, and Nathan Rawlins, Senior Investment Analyst, for an in-depth discussion on how value investing can help investors generate income, build capital and effectively manage downside risk in today’s market.

What you can expect to learn:

• What has driven the recent value rally
• Why quality remains important in today’s environment
• Where high-quality value opportunities are in tech and healthcare

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.

Nathan Rawlins, CFA, is a 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.

Nathan provides fundamental equity research and analysis for the Equity Income, Value, Large Company Value, Mid Cap Value and Market Neutral Value portfolios. He has been a member of the team since joining American Century Investments in 2015. Previously, he was an investment analyst at Scouts Investments. He also held roles at Scout as a research analyst in their trading operations department and as a quantitative analyst. Prior to joining Scout, he was an advisory services specialist for VSR Financial Services. He has worked in the industry since 2007.

Nathan holds a bachelor’s degree in business from the University of Kansas and a master’s degree in business administration from the Kelley School of Business at Indiana University. He is a CFA^® charterholder and a member of the CFA Institute.