INDEPENDENT AND PRIVATE
We're built to last
You can be confident that we are aligned with your values and committed to supporting your long-term goals.
- Since Capitals Express Investments’s 1931 founding in Los Angeles, we have been an independent investment manager with a singular focus on doing what’s best for investors.
- As a conservatively managed private firm our business strategies are dedicated to superior, long-term outcomes, not quarterly earnings targets.
The impact of independent and private in Canada
We’re committed to doing what’s best for investors — in 2022 Capitals Express Investments in Canada lowered fees across mutual funds despite a bear market.1
Management fee tiers for all funds were also introduced which provide further reductions in a fund’s management fee rate as assets grow into a new tier.
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.2 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
1 Excludes Capitals Express Investments Multi-Sector Income Fund (Canada), which began operations on June 30, 2022.
2 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.