CAPITAL Overview
Capital International Inc is an investment advisor that manages 18.2 BN dollars in regulatory AUM and has 202 employees, of which 73 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 9BN in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 9BN in positions, representing 50% of the manager's regulatory AUM.
CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BGNE | 3.46% | Health | 20.44% | 0.34% | 5 | 2% | ||
| MSFT | 3.01% | Tech | 1.37% | -0.25% | 0 | 43% | ||
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FEATURED IN
CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter C. Kelly | Director/Sr. Vice President/Sr. Counsel/Secretary | August-1998 |
| Victor D. Kohn | Director/President | April-1997 |
| Shaw B. Wagener | Director/Chairman | July-1991 |
| Michael A. Felix | Director/Sr. Vice President/Treasurer | August-2002 |
| Jane M. Scofield | Chief Compliance Officer | January-2012 |
CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
CIInc maintains an investment philosophy that is distinguished by four key beliefs:
• Solid research is fundamental to sound investment decisions. CIInc 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, 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 investment professionals take of the companies in which CIInc invests. This is reflected by the typically low turnover of portfolio holdings in the funds and accounts it manages. In addition, investment professionals usually remain with the company for many years ...
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CIInc maintains an investment philosophy that is distinguished by four key beliefs:
• Solid research is fundamental to sound investment decisions. CIInc 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, 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 investment professionals take of the companies in which CIInc invests. This is reflected by the typically low turnover of portfolio holdings in the funds and accounts it manages. In addition, investment professionals usually remain with the company for many years ...
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CAPITAL Portfolio Concentration
CAPITAL Location
11100 SANTA MONICA BLVD.
15TH FLOOR
LOS ANGELES, California
UNITED STATES, 90025-3384
15TH FLOOR
LOS ANGELES, California
UNITED STATES, 90025-3384
CAPITAL Contact Information
Phone Number: (310) 996-6000
Fax Number: 333 SOUTH HOPE STREET
Website: http://www.thecapitalgroup.com/
Fax Number: 333 SOUTH HOPE STREET
Website: http://www.thecapitalgroup.com/
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