Thought Capital
American Beacon’s sub-advisors and affiliates are some of the most respected and experienced investment managers in the world. This page gives our shareholders and clients an opportunity to share in the knowledge and insights of these experts.
- Sub-Advisor Insights
- Affiliate Viewpoints
- Spotlights
- Videos
*For investment professional use only. Login required.
Perspective*
Paul Cavazos, Chief Investment Officer
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Autumn 2018

Summer 2018

Spring 2018

Winter 2018

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Summer / Autumn 2017

Spring 2017

Winter 2017

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Autumn 2016

Strategy Quarterly Commentary*
Massimo Santicchia, Executive Vice President
and Chief Investment Officer
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Second Quarter 2018

First Quarter 2018

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Fourth Quarter 2017

Third Quarter 2017

Second Quarter 2017

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Fund Manager Spotlight:
Bahl & Gaynor Investment Counsel, Inc.*
Edward A. Woods, Scott D. Rodes and Stephanie S. Thomas,
American Beacon Bahl & Gaynor Small Cap Growth Fund

Fund Manager Spotlight: Crescent Capital Group LP*
John Fekete and Jonathan Insull, American Beacon Crescent Short Duration High Income Fund

Fund Manager Spotlight: Global Evolution USA, LLC*
Morten Bugge,
American Beacon Global Evolution Frontier Markets Income Fund
Fund Manager Spotlight: Strategic Income Management, LLC (SiM)*
Gary Pokrzywinski and Brian Placzek,
American Beacon SiM High Yield Opportunities Fund
Fund Manager Spotlight: The London Company of Virginia, LLC*
Steve Goddard and Mark DeVaul,
American Beacon The London Company Income Equity Fund
Meet Our Sub-Advisor: Bahl & Gaynor Investment Counsel
View this video [2:35]
Bahl & Gaynor Investment Counsel:
Partnership with American Beacon
View this video [2:07]
Investing in Growing Dividends
View this video [3:52]
Dividend-Focused Strategies
in a Rising Interest Rate Environment
View this video [2:18]
John Montgomery, Bridgeway Capital Management, Inc.
View this video [3:22]
Do Bridgeway Portfolio Managers Invest
in the Funds They Manage?
View this video [2:04]
History of Monetary Policy
in Emerging Markets
Guillermo Ossés, Man GLG
View this video [3:13]
MORE…