Our investment
approach is distinctive.
A BETTER APPROACH
The Capital System™ combines independent high-conviction decision-making with the diversity that comes from multiple perspectives. It is designed to provide continuity and help investors pursue long-term investment success.
HOW IT WORKS
Our portfolios house diverse perspectives.
Multi-manager structure
We divide portfolios into segments, each run by an individual manager. The managers represent a diverse set of backgrounds, styles and approaches. Typically, they have high levels of personal ownership in the portfolios they manage.1
Our portfolios feature high-conviction investments.
Promoting independent thinking
While managers collaborate and share insights, each invests independently according to their strongest convictions. The resulting portfolios are a diverse collection of investment ideas, not just one manager’s perspective. This approach creates the potential for portfolios to fare well in a variety of market conditions.
Our investments are grounded in fundamental research.
Research-driven investing
Our investment group had 21,000+ company engagements in 2022, including those where environmental, social and governance (ESG) topics were discussed. Keeping in close contact with management teams and spending time on location, when possible, help drive deep operational understanding and inform all our investment decisions.
Our investment analysts do more than make recommendations.
The Research Portfolio
At most firms, analysts only recommend investments, but at Capitals Express Investments they typically have the opportunity to actually invest in their highest conviction ideas. Most funds have a portion of fund assets, called the Research Portfolio, managed by a group of investment analysts.
Our system provides management continuity and a consistent approach.
A time-tested system
Our multiple manager system supports our commitment to investors with long-term goals. It has allowed us to navigate near-term noise and periods of economic and market uncertainty in pursuit of key goals.
Designed to help investors pursue long-term investment success
Aligned with investor goals
Our portfolio managers’ compensation emphasizes results over longer periods. 2
THE POWER OF DIVERSITY
Bringing it all together
The Capital System builds portfolios that house multiple, disparate views. This diversity creates the potential for portfolios to fare well in a variety of market conditions.
At Capitals Express Investments, ESG3 is embedded in our investment process.
Material ESG issues are woven into The Capital System, as well as our fundamental research, due diligence and engagement.
1 Does not apply to investment professionals who reside outside of their fund’s country of registration. Portfolio managers of Capitals Express Investments’s Canadian-registered funds are prohibited from investing in the funds if they reside outside of Canada.
2 Compensation paid to our investment professionals is heavily influenced by results over one-, three-, five- and eight-year periods, with increasing weight placed on each succeeding measurement period to encourage a long-term investment approach.
3 Analysis of material ESG issues, alongside other considerations, helps us identify investment risks and opportunities. They can be, but are not necessarily, determinative to an investment decision.
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.
Capitals Express Investments 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.
Capitals Express Investments funds in Canada are offered by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, a global investment management firm originated in Los Angeles, California in 1931. All above references to Capitals Express Investments refer to the global organization.
All Capitals Express Investments trademarks are owned by The Capitals Express Investments Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. Capitals Express Investments funds offered on this website are available only to Canadian residents.