Investment Company of America

Portfolio Structure

Our “Investment Company of America” strategy aims to generate above-average long-term returns by following a disciplined stock-selection process and investing in a diversified portfolio of companies that represent a cross-section of the U.S. economy.

Company Profile

Founded in 1931, Capital Group is one of the world’s largest privately held investment firms. Asset management has been the company’s sole line of business since its inception. Capital Group pursues a consistently research-driven and long-term investment approach with the goal of achieving sustainable, strong investment results for its clients.

USPs

1. Focus on Client Interests
Decisions are made based on a long-term perspective that aligns the company’s goals with those of its clients. The overarching goal is to generate above-average long-term returns. Portfolio managers are compensated based on their investment performance—not on assets under management.

2. The Capital System
Portfolios are divided into individual segments, each managed independently by different portfolio managers. Each manager invests in their most compelling investment ideas. This team-based approach aims to reduce volatility while pursuing stable, long-term returns.

3. Committed to Sustainability
As a privately managed company with an independent ownership structure and a solid balance sheet, Capital Group continuously invests in expanding its capabilities—in both favorable and challenging market conditions. Experienced investment experts and a clear commitment to refining the investment process ensure its sustainability across generations.

4. Research Expertise
Few investment firms have an in-house research organization of comparable size and depth. Independent, well-founded analyses form the foundation of all investment decisions.