This was part of a Nomura investor day with an introduction to a range of funds and strategies. This is a strategic partnership between Nomura and American Century Investments. The team invest in the very best ideas. This is the bit I am not sure about as the fund holds between 100 and 150 holdings. Unlike some of the high conviction strategies this seems too many holdings within one fund.
They look for companies which can demonstrate accelerating and sustainable long-term growth. They believe earnings growth is the biggest driver of stock price movement and this is more likely to be found in the small cap space. However, this part of the market is highly inefficient, and the aim is to capture the very best…read more