Ansprechpartner Institutionelle Anleger
Henning Busch
Managing Director - Institutional
Telefon: +49 69 4272 78710
E-mail: henning.busch@capitalgroup.com
Ansprechpartner Institutionelle Anleger
Sigrid Rosemeyer
Managing Director - Institutional
Telefon: +49 69 4272 78712
Ansprechpartner Wholesale Anleger
Alex Hoehn
Financial Intermediaries
Telefon: +44 (0)207 864 5254
E-mail: Alex.Hoehn@capitalgroup.com
Unternehmen im Überblick
In 1931, during the US Great Depression, The Capital Group Companies, Inc. (Capital) was founded on the belief that fundamental research is essential to achieving superior long-term investment results. Capital is one of the largest privately held investment management organisations in the world with more than 80 years of investment experience and USD 1.8 trillion in assets under management.
Marktposition und Zielkunden
Capital is one of the largest active managers in the world, with over USD 1.8 trillion in assets under management. We offer a range of research-intensive strategies across equity, fixed income and multi-asset classes. We offer services to a range of institutional clients and financial intermediaries across the world.
Allgemeine Investmentphilosophie
Investing for the long-term is core to Capital’s investment philosophy and process:
A long-term investment horizon - In our experience, investing successfully means taking the long-term view. Our investment professionals seek to identify securities that can do well over several years, by using fundamental analysis and paying close attention to valuations. While this approach can often involve taking a stance that is at odds with the market consensus, the expectation is that new information will come to light that validates our opinions and steers the consensus view in our favor.
Discipline and experience - Long-term investing requires discipline and experience. The majority of our portfolio managers and analysts have witnessed several market cycles and have been with Capital for many years. This means they have the perspective and knowledge required to navigate volatile markets.
A strong organizational culture - Taking the long-term view is possible because of the way our company is organized and managed. Privately owned by key investment professionals and business leaders and focused exclusively on providing investment management services, Capital provides the ideal environment for investment professionals to maintain a long-term perspective when pursuing investment opportunities.
Aligned with investor success - Compensation paid to our investment professionals is heavily influenced by investment results over one-, three-, five- and eight-year periods. Increasing weight is placed on each successive measurement period to encourage a long-term investment approach. Additionally, Capital Group associates collectively are significant investors in the company’s investment offerings. This creates a vested interest in helping our investors succeed.
Investmentstrategien
Aktien Strategien
| unterkategorie |
|
|---|---|
| Euroland / Europa | x |
| Nordamerika / USA |
x |
| Japan | x |
| Global |
x |
| Asien ex Japan |
x |
| Lateinamerika |
|
| Afrika |
|
| Emerging Markets (global) |
x |
| Themen / Sektoren |
|
| Marktkapitalisierung (Large-, Mid-, Small-Cap) |
|
| Aktiv |
x |
| Passiv |
|
| ETF |
|
| Andere |
|
Kompetenz des Hauses bezüglich Aktien Strategien
At Capital we manage over USD 1.2 trillion (as at 30 June 2018) in dedicated active equity strategies.
Few firms can match the scale and scope of our proprietary research effort. Indeed, independent, in-depth analysis forms the bedrock of all of our investment decisions. Our analysts are located globally, and conduct thousands of company research visits around the world every year.
Portfolios are managed using The Capital System. Under this system, assets are divided for investment among several portfolio managers. We believe this allows investment decisions based on an individual’s highest convictions, limits the risk of isolated investment decisions and incorporates a multi-layered governance structure.
Renten Strategien
| unterkategorie |
|
|---|---|
| Staatsanleihen | x |
| Pfandbriefe |
|
| Unternehmensanleihen | x |
| High Yield Unternehmensanleihen |
x |
| Emerging Markets | x |
| Nachrang Anleihen |
|
| ABS |
|
| Inflationsgeschütze Anleihen | x |
| Municipals | x |
| Global Unconstrained |
x |
| Aktiv |
x |
| Passiv |
|
| ETF |
|
| Andere |
|
Kompetenz des Hauses bezüglich Renten Strategien
At Capital we manage over USD 320 billion in Fixed Income assets, with over USD 180 billion in dedicated Fixed Income strategies (as at 30 June 2018) and we have been managing fixed income assets since 1973.
Few firms can match the scale and scope of our proprietary research effort. Indeed, independent, in-depth analysis forms the bedrock of all of our investment decisions. Our analysts are located globally, and conduct thousands of company research visits around the world every year. We believe we can achieve better decisions through shared sector and industry experience across equity and fixed income.
Portfolios are managed using The Capital System. Under this system, assets are divided for investment among several portfolio managers. We believe this allows investment decisions based on an individual’s highest convictions, limits the risk of isolated investment decisions and incorporates a multi-layered governance structure.
Multi Asset Strategien
| unterkategorie |
|
|---|---|
| Benchmarkorientiert |
|
| Absolute Return |
|
| Ohne Wertsicherung |
x |
| Mit Wertsicherung |
|
| Mit Alternatives |
|
| Ohne Alternatives |
|
Kompetenz des Hauses bezüglich Multi Asset Strategien
Capital's Multi Asset capabilities account for USD 389 billion in assets under management (as at 30 June 2018).
Few firms can match the scale and scope of our proprietary research effort. Indeed, independent, in-depth analysis forms the bedrock of all of our investment decisions. Our analysts are located globally, and conduct thousands of company research visits around the world every year. We believe we can achieve better decisions through shared sector and industry experience across equity and fixed income.
Portfolios are managed using The Capital System. Under this system, assets are divided for investment among several portfolio managers. We believe this allows investmentdecisions based on an individual’s highest convictions, limits the risk of isolated investment decisions and incorporates a multi-layered governance structure.
Emerging Market Strategien
| unterkategorie |
|
|---|---|
| Aktien |
x |
| Renten - Staatsanleihen |
|
| Renten - Unternehmensanleihen |
x |
| Renten - Hard Currency |
x |
| Renten - Local Currency |
x |
| Renten - unconstrained |
x |
| Wandelanleihen |
|
| Gemischt - Aktien + Renten |
x |
| Andere |
|
Kompetenz des Hauses bezüglich Emerging Market Strategien
We have a long pedigree in Emerging Markets, dating back more than 30 years. We managed the world’s first global emerging markets equity fund in 1986 and began investing in emerging market debt in 1990.
Capital is truly global with 13 investment and research offices around the world, several of which are in Emerging Market countries. We have dedicated research offices in Beijing and Mumbai.
As at 30 June 2018, we manage approximately USD 20 billion in dedicated Emerging Markets strategies, including Equity, Fixed Income and Multi Asset funds.
Portfolios are managed using The Capital System. Under this system, assets are divided for investment among several portfolio managers. We believe this allows investment decisions based on an individual’s highest convictions, limits the risk of isolated investment decisions and incorporates a multi-layered governance structure.