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17 Jul 2026
1h 28m

You’re About to See the Real AI Winners Stand Up

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The Compound and Friends

American Century Investments CEO Jonathan Thomas outlines the firm’s evolution from a direct-to-consumer model to an advisor-centric platform, emphasizing the strategic shift toward active ETFs. The Avantis Investors brand exemplifies this transition, leveraging financial science and low-cost, highly diversified building blocks to outperform benchmarks. Beyond asset management, the firm maintains a unique purpose-driven structure, directing over 40% of dividends to the Stowers Institute for Medical Research to fund foundational studies in regenerative medicine and disease cures. Market discussions highlight the resilience of the current bull market, the role of AI in driving productivity, and the broadening of market leadership beyond the "Magnificent Seven." This institutional model demonstrates how purpose-driven capital allocation can coexist with competitive performance in a crowded, platform-dominated financial landscape.

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