The Capital System℠: Our Investment Process | Capital Group

The Capital System℠: Our Investment Process

We believe in a smarter way of investing

The Capital System is our proprietary process for investing that, in combination with our consistent approach, has delivered superior long-term results. Most funds are managed by an individual star performer or by a committee. But at Capital Group, we believe there is a smarter way — one that combines both individuality and teamwork and enables us to help investors achieve their real-life goals.

Why personal conviction matters

How teamwork is built on individuality
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In The Capital System, multiple portfolio managers and analysts with different backgrounds, ages and investment styles manage portions of the same portfolio. They are each responsible for the portions that best match their backgrounds and areas of specialty. Though they work on the same portfolio, they make their own independent investment decisions.

Our investment experience spans generations.

As of 31 December 2015

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“[Capital Group's] multiple-manager approach has produced consistently competitive risk-adjusted returns and a strong investment culture with high manager and analyst retention.”
- Morningstar, May 2013


Our managers and analysts have autonomy over the portions of the portfolios they manage, but they also collaborate, sharing insights with their peers and expanding their knowledge through the open exchange of ideas.

Why personal conviction matters

In The Capital System, multiple portfolio managers and analysts with different backgrounds, ages and investment styles manage portions of the same portfolio. They are each responsible for the portions that best match their backgrounds and areas of specialty. Though they work on the same portfolio, they make their own independent investment decisions.

Our investment experience spans generations.

As of 31 December 2015

How teamwork is built on individuality
“[Capital Group's] multiple-manager approach has produced consistently competitive risk-adjusted returns and a strong investment culture with high manager and analyst retention.”
- Morningstar, May 2013


Our managers and analysts have autonomy over the portions of the portfolios they manage, but they also collaborate, sharing insights with their peers and expanding their knowledge through the open exchange of ideas.


Our strength lies in our proprietary approach

Superior results can lead to better outcomes
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Unlike typical teams, under The Capital System, we don't strive for consensus. Independent decision-making enables managers and analysts to act only on the most firmly held ideas they believe in, while working together as a team ensures success isn’t tied to any one manager’s results. It has been very difficult for other asset management companies to replicate our process.


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Our proprietary process enables us to make thoughtful investment decisions informed by diverse perspectives. That’s how The Capital System, in combination with our consistent approach, has helped us achieve a superior and long-term track record marked by reduced volatility.
Our strength lies in our proprietary approach

Unlike typical teams, under The Capital System, we don't strive for consensus. Independent decision-making enables managers and analysts to act only on the most firmly held ideas they believe in, while working together as a team ensures success isn’t tied to any one manager’s results. It has been very difficult for other asset management companies to replicate our process.


Superior results can lead to better outcomes

Our proprietary process enables us to make thoughtful investment decisions informed by diverse perspectives. That’s how The Capital System, in combination with our consistent approach, has helped us achieve a superior and long-term track record marked by reduced volatility.


All information as at 31 December 2015 unless otherwise stated. This communication is intended for advisers and professional investors only, and should not be relied upon by retail investors. Past results are not a guarantee of future results. This information is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service. While Capital Group uses reasonable efforts to obtain information from sources which it believes to be reliable, Capital Group makes no representation or warranty as to the accuracy, reliability or completeness of the information. This communication is not intended to be comprehensive or to provide investment, tax or other advice. It has been prepared for multiple distributions and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. The information provided in this communication is of a general nature and does not take into account your objectives, financial situation or needs. Before acting on any of the information you should consider its appropriateness, having regard to your own objectives, financial situation and needs.

In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Level 18, 56 Pitt Street, Sydney NSW 2000 Australia.
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