Capital Group Companies Inc

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Capital Group is a privately-held American financial services company, founded in California in 1931. It is amongst the world's oldest and largest investment management organisations, with offices in the Americas, Asia, Australia and Europe. The organisation is focused solely on investment management services, provided through its subsidiaries.

Capital Group offers a range of products, including 40+ mutual funds through its subsidiary, American Funds, as well as separately managed accounts (or collective investment trusts), private equity, investment services for high net worth investors in the US, and a range of other offerings for institutional clients and individual investors globally.

Capital Research and Management Company

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Capital Group International Inc

Capital International Private Equity Fund


Capital Guardian Trust Company

Capital Guardian Trust Company is an investment manager, which also offers trust services. It primarily provides its services to large institutional and high net worth individual and trust accounts. It invests in the public equity and fixed income markets. The firm was founded in 1968 and is based in Los Angeles, California with additional offices in New York City, Los Angeles, California, San Francisco, California, and Washington, District of Columbia.ref,ref

Capital Research & Management Company

Capital Research & Management is a privately-owned, US-based, investment manager, headquartered in Los Angeles, and registered in Delaware.ref. Through in-house research and market analysis, the firm manages a diversified portfolio of investments including USA and international fixed-income securities, bonds, loan participations, mortgage-backed securities, and municipal bonds.
The company is a subsidiary of the Capital Group Companies, and is adviser to the American Funds Group.ref The company operates 17 private funds, with ~$1,458.2 bn in total assets under management.ref, ref,ref,ref
Annual Report, SEC Info, Bloomberg, Public Disclosure


ToDo: Org. Chart, About, Our Company, History, PE History, ‘Greedy Bastards’
  • 1997: was launched.
  • Mid-1960s: Capital began to include research analysts in the management of the portfolios, reserving a portion of each to allow analysts to pursue their highest conviction investment ideas.
  • 1958: Jon Lovelace Jr. introduced a new system of managing the firm’s mutual funds and accounts. Rather than assign a portfolio to a single manager, he divided each portfolio among several managers. Each manager would share ideas with peers but have total discretion over a section of the portfolio. Known today as the Capital System, it avoids the phenomenon of creating single-manager “stars,” who can impact a fund’s results should they leave.
  • 1965: Capital created the first global stock indices. Later sold to Morgan Stanley, these became the MSCI, probably the most recognisable and widely-used family of investment indices in the world. The MSCI indices are now maintained by MSCI Inc.
  • 1962: Establishment of the firm’s first overseas research office in Geneva.
  • 1954: The International Resources Fund was Capital’s first foray into international investing.
  • 1934: Lovelace’s firm took over management of The Investment Company of America, which he had launched at E.E. MacCrone in 1927.
  • 1931: Lovelace, Dennis & Renfrew: Jonathan Bell Lovelace founded the investment firm, which would eventually become Capital Group. Lovelace had previously been a partner in the stock brokerage firm E.E. MacCrone, where he explored the concept of developing an open-end mutual fund. He eventually sold his stake in that company, just prior to the Wall Street Crash of 1929.
Sources: History. Capital Group. Accessed Dec.10.2018.