Mutual Fund

Capital Group

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout

Geographical Focus
United States, Australia

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods

Investment Size:
1,000,000 to 100,000,000 USD

Investor Details Founded: 1931

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.

Requirements
  • Accredited investor status
  • Minimum investment thresholds
  • Alignment with investment philosophy
Portfolio Companies
  • Amazon
  • Microsoft
  • Alphabet
  • Apple
  • Johnson & Johnson