CAPITAL GUARDIAN Overview

Capital Guardian Trust Company is an investment advisor that manages 73.8 BN dollars in regulatory AUM and has 109 employees, of which 39 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 12BN in positions, representing 16% of the manager's regulatory AUM.

CAPITAL GUARDIAN StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL GUARDIAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

CAPITAL GUARDIAN Founders and Key Employees

Name Title In Position Since
Andrew F. Barth Director & Chairman September-1996
Theodore R. Samuels Director & President September-1994
Michael A. Felix Director/Sr. V.P./Treasurer June-2002
Peter C. Kelly Director, Sr. V.P. & Sr. Counsel September-2002
Jane M. Scofield Chief Compliance Officer January-2012
James P. Ryan Director March-2014

CAPITAL GUARDIAN Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

CAPITAL GUARDIAN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



CGTC maintains an investment philosophy that is distinguished by four key beliefs:


• Solid research is fundamental to sound investment decisions. CGTC and its affiliates employ teams of experienced analysts who regularly gather in-depth, first-hand information on markets and companies around the globe.

• Investment decisions should not be made lightly. In addition to providing extensive research, CGTC’s investment professionals go to great lengths to determine the difference between the fundamental value of a company and its price in the marketplace.

• A long-term approach. It's part of the big-picture view CGTC’s investment professionals take of the companies in which CGTC invests. This is reflected by the typically low turnover of portfolio holdings in the funds and accounts CGTC manages. In addition, CGTC’s investment professionals usually remain with u...
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CAPITAL GUARDIAN Portfolio Concentration

CAPITAL GUARDIAN Location

333 SOUTH HOPE STREET
55TH FLOOR
LOS ANGELES, California
UNITED STATES, 90071-1406

CAPITAL GUARDIAN Contact Information

Phone Number: (213) 486-9200
Fax Number: 3G3N6ILPZEX7LYVFIB79
Website:

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