Our investment approach has stood the test of time
The same key investing principles have been used throughout the history of the Capital organization and continue to drive the way we structure our portfolios. These time-tested beliefs are the foundation of our investment philosophy and process:
Rely on research
Every investment decision we make is based on our in-house, proprietary research. Our research analysts travel across the globe to thousands of companies, customers and suppliers. They go to extraordinary lengths to gather first-hand information and insights to determine a company’s underlying value and long-term growth prospects. The same research-intensive approach also applies to our taxable and tax-exempt fixed-income portfolios.
Think long-term
We believe investing is about patience. To build and preserve wealth, it is time — not timing — that matters. Rather than chase performance, we seek well-managed companies to hold for long periods of time. Our long-term investment approach can result in lower-than-average turnover in our portfolios, which helps keep trading costs down and maximize tax efficiency — an important consideration for high-net-worth investors.
Invest in people
The longer-than-average tenure of our investment professionals, including our research analysts, means you can feel comfortable knowing your investment managers have significant experience through a variety of market conditions over many decades.
Go global
We look everywhere for high-quality companies in which to invest — from Seattle to Singapore, Boston to Berlin. In fact, Capital Guardian’s integrated global research network is so extensive that more than half of its research analysts are based outside the United States. They represent over two dozen nationalities and speak more than 30 languages. This unparalleled depth and breadth of worldwide resources can provide an important advantage for today’s global investor.
Stay consistent
Our experiences through a wide variety of market cycles and conditions have shown that our research-driven, broadly diversified investment approach has led to lower volatility and consistency of investment returns over long periods of time. A key part of our success is the Multiple Portfolio Manager System, created in 1958 by the founders of our company to help investors achieve consistent long-term investment results.
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Contact us
To speak with an Investment Counselor,
call 866/421-2166 or
e-mail us.
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