Powered by One Investment Approach

Our strategies share a common investment approach that combines financial science with expert implementation aimed at generating higher expected returns.

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Decades of Real-World Experience

The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles. The team is well recognized by investors worldwide.

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Choice of Optimal Investment Vehicles

Our goal is to deliver low-cost, broadly diversified solutions in mutual fund, ETF and separate account formats so that financial professionals and investors can choose the optimal vehicle to fit their clients’ circumstances.

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Built on a Foundation with a Unique Purpose

Avantis Investors is backed by American Century Investments®, a $165 billion asset manager with a reputation for client care, stewardship and stability.

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American Century has always prioritized innovation to meet clients’ needs. We’re excited to build upon our progress by launching Avantis Investors, based on the latest in academic thinking and financial theory.

Jonathan Thomas

CEO, American Century Investments

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One Investment Philosophy

We believe in a common-sense philosophy:
paying less for an expected stream of cash flows or the equity of a company should produce higher expected returns. Our systematic, repeatable and cost-efficient process uniquely designed for Avantis Investors is actively implemented to deliver diversified portfolios expected to harness these higher expected returns.

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Financial Science Lays the Foundation

We believe market prices represent an unbiased view of the value of a business, reflecting the independent assessment by millions of investors of a company’s prospects and risks. Through prices, we believe the market tells us a lot about the expected return of individual securities.

Our investment process is based on an academically-supported, market-tested framework that aims to identify securities with higher expected returns based on their current market prices and other company financial information.

We believe price is a fundamental driver of higher expected returns, along with profitability, size, and momentum characteristics, in concert with other market considerations.

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Adding Value Through a Relentless Focus on Implementation

As part of our portfolio management and trading processes, we analyze whether the benefits of a trade overcome its associated costs and risks. This cost/benefit trade-off seeks to keep turnover low, as we trade only when we believe that the benefits are meaningful and eliminate noise that typically increases costs.

The result? Broadly diversified portfolios that are designed to efficiently deliver higher expected returns with low rebalancing costs, capital gains and fees. We expect to pass these savings on to our investors through lower management fees.

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Consistent Application Across Asset Classes, Geographies and Vehicles

All Avantis Investors strategies will use the same academically sound risk/return framework uniquely designed for Avantis Investors. This allows investors to effectively and efficiently deploy them in their portfolio allocations.

Avantis Investors:
Investment Approach

Avantis Investors utilizes financial science to analyze current prices in its efforts to capture higher expected returns with well-diversified strategies managed according to an efficient, repeatable and cost sensitive process.

Market Prices

We believe market prices represent an unbiased view of the value of a business, reflecting millions of investors’ independent assessment of a company’s prospects and risks.

Add Value with Financial Science and Common Sense

There are differences in expected returns among securities. We use financial science and current market prices to identify differences in expected returns in an effort to deliver value to our clients. Despite the complexity of the theoretical and empirical analysis and data, we do not miss the common-sense concept that underpins our approach: paying less for an expected stream of cash flows or the equity of a company means higher expected returns.

Consider the Latest Information Available

Changes in security prices imply changes in their expected returns. We use information in current prices to assess differences in expected returns among securities when deciding what to buy, hold or sell in our strategies.

Portfolio Management and Trading

We strive to keep turnover low, while maintaining the desired goal to hold securities expected to deliver higher returns. Our cost-sensitive portfolio management and trading processes are implemented efficiently based on current market information.

Low Fees and Costs

Fees and implementation costs reduce returns. The investment decisions in our low-fee strategies are based on current prices, avoiding the costly concentration of trades that can arise with arbitrary holding periods.

Diversification

Each strategy is expressed through a portfolio diversified across a broad set of relevant securities, weighted towards positions with higher expected returns and designed to mitigate concentration risk.

Asset Allocation and Transparency

We will disclose portfolio characteristics and holdings regularly to help investors make informed allocation decisions and achieve prudent diversification across companies, countries, industries and asset managers.

Decades of Real-World Experience

The leadership team is well recognized by professional investors around the globe. They have decades of experience delivering repeatable and effective investment solutions over many market cycles.

Eduardo Repetto

Eduardo Repetto

Chief Investment Officer

Prior to joining American Century in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP (“DFA”) until his resignation in 2017.

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Eduardo Repetto

Pat Keating

Chief Operating Officer

Prior to joining American Century in 2019, Pat served as Chief Operating Officer of Dimensional Fund Advisors (“DFA”), including all of their subsidiary companies globally from 2003 through 2017.

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Being in the solutions business means always keeping the investor top of mind. Our strategies begin with a specific goal and are designed to add value in a way that is transparent, diversified and tax effective - all at a reasonable price.

Eduardo Repetto

CHIEF INVESTMENT OFFICER

Choice of Optimal Investment Vehicles

Our goal is to deliver low-cost, broadly diversified solutions in ETF, mutual fund and separate account formats, so that financial professionals and investors will be able to choose the optimal vehicle for their specific circumstances.

Later this year, we plan to offer a suite of low cost, highly diversified investment solutions as ETFs and mutual funds.

Built on a Foundation with a Unique Purpose

The innovations of Avantis Investors rest on the established foundation of American Century Investments, an asset manager known for industry-leading client care, stewardship and stability. Founded over 60 years ago, American Century boasts an institutional-quality investment management platform with more than $165 billion in AUM.*

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Avantis Investors and American Century believe in making a positive impact on the world.

Through American Century’s unique ownership structure, 40% of profits in the form of dividends are directed to The Stowers Institute for Medical Research. The Institute is devoted to expanding our understanding of the secrets of life and to improving life’s quality through innovative approaches to the causes, treatment and prevention of diseases. Since 2000, payments have totaled more than $1.5 billion.

Through American Century’s relationship with the Stowers Institute, your investments with Avantis Investors help support research that can improve human health and save lives.

*As of 3/31/2019

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