FUNDAMENTAL RESEARCH
We want to know a company top to bottom. The people and the culture, not just the financials.
We're thought leaders.
Our proprietary, fundamental research goes beyond spreadsheets and third-party ratings to provide distinct global perspectives that give investors and thought leaders an edge.
- 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.
- Our macroeconomic, policy and political 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 reflect totals for the year ending December 31, 2022.
We played a historic role in creating global stock indices.
We created the Capital International indices in the 1960s, now known as the Morgan Stanley Capital International (MSCI) indices, to help evaluate companies and compare their results with global competitors.
In the 1960s in Geneva, Capitals Express Investments analyst and statistician Nilly Sikorsky helped found the indices that would eventually become the MSCI indices.
We bring fundamental research 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.
Get to know our thought leadership
Capitals Express Investments is a recognized thought leader when it comes to the markets and informing your investment decisions.* We invite you to explore our timely and actionable insights articles.
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Demographics & Culture
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What makes Capitals Express Investments 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
*Capitals Express Investments was voted #1 for thought leadership in 2020 and 2021 among U.S. advisors. Source: Fund Intelligence, February 20, 2020. FUSE Research survey of nearly 600 U.S. advisors identifying the “most-read thought leaders.” Marketing Support: The Advisor View, June 2020. FUSE Research survey of more than 700 U.S. advisors identifying the “most-read thought leaders.” Marketing Support: The Advisor View, July 2021. FUSE Research survey of 720 U.S. financial advisors identifying the “most-read asset manager thought leaders.”
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 funds in Canada are managed by Capital International Asset Management (Canada), Inc., part of The Capitals Express Investments Companies, Inc., a global investment management firm originated in Los Angeles, California in 1931. 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.
Unless otherwise noted, 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.