Our fundamental research provides deep insights for Canadian investors
RESEARCH
When we invest in companies, we want to know them from break room to boardroom.
We serve Canadian investors by having a global perspective, beginning with deep, fundamental research. We believe the best way to get to know a company is to know the people behind the business.
That’s why when we research companies, it’s much more than a site visit. We want to know both upper management and the employees on the ground, no matter where they’re located.
Each year, our investment professionals hold thousands of meetings with companies, including one-on-ones with executives and onsite facilities visits, to help inform their investment decisions.
All data as of December 31, 2021.
“Capital Group has the capacity, through our global experience, access and research, to be in front of trends rather than chasing them.”
Rob Neithart, fixed income portfolio manager
Our distinct perspective gives you an edge on topics that matter.
We get a world of context, bringing global investing and scale to Canadian investors.
At Capital Group, we have a global research team with extensive scale and scope, covering both equity and fixed income securities. With roughly half of our portfolio managers and scores of analysts residing outside North America in cities like Geneva, London, Tokyo, Hong Kong and Mumbai, we can closely follow global issues like few others can.
Our political, policy and macroeconomic analysts provide additional insight on geopolitical, trade and economic risks, as well as opportunities. Together, managers and analysts produce thousands of proprietary research reports each year.
Figures for the year ending December 31, 2021.
We played a historic role in creating global stock indices.
Capital Group first invested in securities outside the U.S. in 1953 and opened our first global research office in Geneva in1962.
By the 1960s, Capital had become a global investing trailblazer, investing in companies worldwide. But as our global research capabilities expanded, we found that investment data for global markets was scarce.
So we created the Capital International indices, now known as the Morgan Stanley Capital International (MSCI) indices, to help evaluate companies and compare their results with global competitors. In other words, we put the CI in MSCI, and established global indices that would become the foundation for MSCI global indices.*
*MSCI indices are maintained by MSCI, Inc.
We bring global insight and scale to Canadian investors.
Everything we do is rooted in deep, proprietary fundamental research, with a rigour that goes beyond spreadsheets and third-party ratings. We provide a distinct global perspective that gives you an edge.
See current results for all of
our portfolios and series.
What makes Capital Group different
Your goals power ours
We have four distinctive qualities central to helping you succeed.
More ways in which we are different
THE CAPITAL SYSTEM
Our proprietary approach prioritizes consistent and repeatable results
INDEPENDENT AND PRIVATE
GLOBAL SCALE
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Capital Group funds in Canada are managed by Capital International Asset Management (Canada), Inc., part of The Capital Group Companies, Inc., a global investment management firm originated in Los Angeles, California in 1931. Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Unless otherwise noted, all above references to Capital Group refer to the global organization.
All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. Capital Group funds offered on this website are available only to Canadian residents.