The team running American Century Heritage will get new analytical support to replace some recent departures. Tim Jenkins, who had joined the team in 2018, departed June 30, 2021. He covered consumer discretionary and staples stocks. The firm hired Rahul Jadhav to replace him. Jadhav officially started July 26, 2021. Jadhav’s background should help him step into Jenkins’ shoes easily. He has 19 years of industry experience and previously served as the lead analyst of consumer staples and communication services at Voya Investment Management.
Will ATHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATHAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ATHAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ATHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.