A world of investment experience at work in your portfolio

Capital Group Private Client Services has access to some of the most seasoned and tenured portfolio managers in the industry. We dedicate significant resources to conducting in-depth, on-the-ground analysis around the globe, in order to identify the most promising investments for our clients.

Our investment philosophy is built on six key tenets:

Rely on research
Every investment decision we make is based on our in-house, proprietary research. Our analysts travel the globe and collectively visit thousands of companies, customers and suppliers each year to get insight into every potential investment. They go to extraordinary lengths to gather firsthand information to determine a company’s underlying value and long-term growth prospects. This research-intensive approach applies to both our equity and fixed-income portfolios.

Think long-term
We believe that when it comes to preserving and building wealth, it is time—not timing—that matters. Rather than chase performance or follow the latest trends, we seek well-managed companies that can be held for long periods of time. This approach has proven highly successful and helps keep trading costs down. In addition, it serves to maximize tax efficiency, an important consideration for high-net-worth investors.

Invest in people
The long tenure of our associates, from research analysts to portfolio managers, means you can feel comfortable knowing your assets are in the hands of professionals with significant experience navigating a variety of market conditions over many decades.

Go global
We look everywhere for high-quality companies in which to invest—from Seattle to Singapore, Boston to Berlin. In fact, our integrated global research network is so extensive, almost half of our research analysts are based outside the United States. The unparalleled depth and breadth of this worldwide resource offers an important advantage in today’s increasingly flat world.

Stay consistent
Taking our proven approach through a wide variety of market cycles and conditions has led to lower volatility and consistent investment results over the long haul. A key part of our success is the Multiple Portfolio Manager System, which was created more than 50 years ago to help achieve consistent long-term investment results.

Deliver results
We are extremely proud of our excellent long-term record, which demonstrates the effectiveness of our approach. The lifetime annualized rates of return for the Capital Group Private Client Services U.S., Non-U.S., Global and All-World Equity portfolios as of March 31, 2011 have all exceeded the respective benchmarks for each composite, net of investment management fees, with less risk and volatility. (A complete results presentation is available upon request.)

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