Capital Group

Capital Group is a privately held, global investment management firm founded in 1931 and headquartered in Los Angeles, California.

With over 90 years of experience, the firm manages more than $2.8 trillion in assets, making it one of the world's largest investment organizations.

Products and Services

The company offers a diverse range of investment products and services, including mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and insurance funds.

These offerings support various financial goals such as wealth management, retirement planning, and philanthropic endeavors, serving individual investors, financial intermediaries, institutions, and retirement plans.

Investment Approach

Capital Group is renowned for its distinctive investment strategy called "The Capital System."

This approach uses a multi-portfolio manager system. Each portfolio is managed by a team of managers who share ideas and independently oversee their portion of the portfolio.

The goal is to create highly diverse portfolios that deliver consistent long-term results, offering a smoother investment experience across different market conditions.

Expansion and Innovation

In recent years, Capital Group has expanded its product offerings and global presence.

• In 2022, it launched its first suite of actively managed ETFs, entering the ETF market.
• It partnered with KKR to offer hybrid public-private investment funds, making alternative investments more accessible.

Global Presence

As of December 31, 2023, Capital Group operates 32 offices in 15 countries and employs over 8,800 associates.

Its offices are located in major cities worldwide, including:

• Los Angeles, CA, USA
• New York
• San Francisco
• London
• Frankfurt
• Hong Kong
• Tokyo
• Sydney

Summary

Capital Group's long-standing commitment to successful investing, combined with its collaborative investment approach and extensive global reach, has established it as a leading firm in the investment management industry.