Capital Group

Mutual Fund United States ·Founded 1931

Overview

Capital Group, founded in 1931 by Jonathan Bell Lovelace, is one of the world's oldest and largest investment management organizations. Headquartered in Los Angeles, California, the firm manages over $2.7 trillion in assets as of June 2024, serving millions of individual and institutional investors globally. With a presence in 32 offices across 15 countries, Capital Group employs more than 9,000 associates, including 360 portfolio managers and analysts, who average 22 years of tenure. The firm's investment philosophy emphasizes long-term, research-driven strategies, focusing on delivering consistent and superior results for its clients. Capital Group offers a diverse range of investment solutions, including mutual funds under the American Funds brand, separately managed accounts, private equity, and wealth management services. The firm's unique 'Capital System' approach to portfolio management involves multiple managers independently overseeing portions of a portfolio, fostering collaboration and reducing reliance on a single decision-maker. This method aims to provide stability and resilience across various market cycles. In recent years, Capital Group has expanded its offerings to include actively managed exchange-traded funds (ETFs) and has formed strategic partnerships to enhance its presence in private assets. These initiatives reflect the firm's commitment to adapting to evolving market dynamics while maintaining its core principles of integrity, excellence, and long-term focus.

Investment Focus

  • Accredited investor status
  • Minimum investment thresholds
  • Alignment with investment philosophy

Portfolio Companies

AppleMicrosoftAmazonAlphabetJohnson & Johnson

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Frequently asked questions about Capital Group

What sectors does Capital Group invest in?

Capital Group invests in Financial Services, Technology, Healthcare, Energy and Consumer Goods, and is based in United States. Capital Group is listed as a mutual fund in the ConnectSafely investor database.

What stage does Capital Group invest at?

Capital Group backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 100M.

Which regions does Capital Group invest in?

Capital Group invests across United States, Australia, Europe and Asia.

Who are the partners at Capital Group?

Team members listed for Capital Group include Michael Habib (Vice President) and Scott Wood (Vice President).

What companies has Capital Group invested in?

Capital Group's portfolio includes Apple, Microsoft, Amazon, Alphabet and Johnson & Johnson.

How do I contact Capital Group?

Capital Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database