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Non-U.S. Disciplined Large Cap Value

The strategy pursues enhanced returns across the market cycle through exposure to quality, attractively priced non-U.S. stocks.

Strategy Inception

2012

Strategy AUM (USD)

$1.47 B

As of 11/30/2024

  1. Focused on Growth and Income

    The strategy seeks to tap the performance potential of quality, undervalued companies located primarily outside the U.S.

  2. Emphasis on Fundamentals

    Fundamentally driven stock selection models assess company quality and relative value, while qualitative reviews capture additional manager insights.

  3. Driven by Stock Selection

    The strategy seeks to deliver attractive risk-adjusted returns driven by stock selection by emphasizing quality stocks and actively managing risk.

Investment Outlook

View our latest Investment Outlook for a concise, easy-to-scan overview of current opportunities and risks created by today's global markets.

Strategy Facts
Inception Date
01/01/2012
Total Assets
$1.47 B USD
As of 11/30/2024
Benchmark
MSCI EAFE Value Index
Target Excess Return
1.5% - 3.0%
Target Tracking Error
1.0% - 6.0%
Target Number of Holdings
100 - 200 stocks
Expected Turnover
75% - 150%
Depending on market volatility
Cash Exposure
Maximum 3%

Available Vehicles

U.S. and certain other countries

Separate Account Strategy

Risk Guidelines
Maximum Position Size
±4%
Of benchmark weight
Regional Exposure
±10%
Of benchmark weight
Sector Exposure
±10%
Of benchmark weight
Expected Beta
0.9-1.1

We Believe:

  • Stock fundamentals drive long-term returns.

  • A combination of quantitative research and qualitative reviews helps identify attractive opportunities.

  • Multiple analytical models, each tailored to a specific market segment, are the most effective way to capture attractive opportunities.

  • Systematic model design along with active portfolio monitoring and execution help enhance portfolio outcomes.

Our systematic, repeatable investment process combines rigorous quantitative modeling along with qualitative reviews by experienced portfolio managers:

  • Fundamental screening and security selection leverage multiple, custom-tailored stock selection models that seek to identify strong businesses in each sector.

  • Portfolio construction includes model implementation and an active review process that captures additional insights and balances return and risk.

All models employ a custom-tailored combination of the following fundamental pillars to screen and select qualified investments.

Focus on Operational Quality

Profitability

Earnings Sustainability

Financial Stability

Balance Sheet Strength

Understand Valuation

Earnings, Sales and Free Cash Flow Ratios

Historical and Market Peer Relative Ratios

Identify Business Growth

Sales, Earnings and Cash Flow Growth

Historical and Expected Growth Measures

Capture Non-Financial Information

Market-Based Sentiment Measures

Analyst Expectations

The team’s eleven experienced professionals come from a wide variety of academic and professional backgrounds and perform two key functions:

  • Quantitative research and analysis for model design and implementation

  • Portfolio management, for constructing portfolios and managing risk

Portfolio Managers

Stephen Quance avatar
Stephen Quance

Co-CIO - Disciplined Equity, Senior Vice President, Co-Head of Global Analytics

Firm Start

2023

Industry Start

2003

Arun Daniel avatar
Arun Daniel

Portfolio Manager

Head of Disciplined Equity Group Strategies

Firm Start

2022

Industry Start

2001

Team Facts
Assets Under Management
$1.47 B USD
As of 11/30/2024
Location
New York, NY - Kansas City, MO - Santa Clara, CA

Cross-Discipline Support

Client Portfolio Manager
Global Analytics Team

Takeaways

Focused on growth and income

Focuses on fundamentals to seek good businesses at attractive prices

Pursues risk-managed returns driven by stock selection

Composite Performance in USD (%)

1 Month
YTD
1 Year
3 Year*
5 Year*
10 Year*
Non-U.S. Disciplined Large Cap Value (gross)as of 11/30/2024
-0.88
7.36
12.65
6.95
7.87
4.61
Non-U.S. Disciplined Large Cap Value (net)as of 11/30/2024
-0.94
6.63
11.81
6.29
7.37
3.98
MSCI EAFE Value Indexas of 11/30/2024
-0.77
7.61
12.86
8.59
6.23
4.14

*Annualized

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

Contact Us

Risk management does not imply no risk.

This is marketing material. This information is intended to be general in nature and is not personal financial product advice. Any advice contained here is general advice only and has been prepared without considering the investment objectives, financial situation or particular needs of any particular person. Before acting on any information, you should consider the appropriateness of the information provided and the nature of the relevant financial product having regard to your investment objectives, financial situation and needs. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. American Century nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accept any liability to any person who relies on it.