Management |
Domicile | Luxembourg | Legal Structure | SICAV | UCITS | Yes | Inception Date | 06/08/2021 | | Fund Advisor(s) | Capital Research and Management Company |
|
|
Fund Manager | James Lovelace | Manager Start Date | 17/06/2016 | Career Start Year | 1982 |
Education | Swarthmore College, B.A. |
|
|
|
Biography |
James B. Lovelace is an equity portfolio manager at Capital Group. He has 42 years of investment industry experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies. Jim began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honors in philosophy from Swarthmore College. |
|
Fund Manager | Grant Cambridge | Manager Start Date | 17/06/2016 | Career Start Year | 1993 |
Education | Bentley University, B.A. | Suffolk University, M.A. | Harvard University, M.B.A. |
|
|
|
Biography |
Grant L. Cambridge is a portfolio manager at Capital Group. He has 31 years of investment industry experience and has been with Capital Group for 27 years. Earlier in his career, as an equity investment analyst at Capital, he covered insurance, airlines, air freight, home builders, asset managers and software companies, as well as small- and mid-cap companies. Prior to joining Capital, he worked for BTM Capital, a subsidiary of the Bank of Tokyo-Mitsubishi in Boston. |
|
Fund Manager | Christopher Buchbinder | Manager Start Date | 17/06/2016 | Career Start Year | 1996 |
Education | Brown University, B.A. |
|
|
|
Biography |
Christopher D. Buchbinder is an equity portfolio manager at Capital Group. He has 26 years of investment experience, all with Capital Group. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, autos, and auto parts & equipment companies. He began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the Capital organization. He holds a bachelor’s degree in economics and international relations from Brown University graduating cum laude. Chris is based in San Francisco. |
|
Fund Manager | Donald O'Neal | Manager Start Date | 17/06/2016 | Career Start Year | 1986 |
Education | University of California, B.A. | Stanford University, M.B.A. |
|
|
|
Biography |
Donald D. O’Neal is an equity portfolio manager at Capital Group. He has 36 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered chemical, environmental service and aerospace & defense companies. Don holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in nuclear engineering from University of California, Los Angeles graduating summa cum laude. He also holds the Chartered Financial Analyst® designation. Don is based in San Francisco. |
|
Fund Manager | James Terrile | Manager Start Date | 01/03/2020 | Career Start Year | 1990 |
|
|
|
Biography |
James Terrile is an equity portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 26 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care supplies & equipment, pharmaceutical and biotech companies. Prior to joining Capital, James was an equity research analyst for Gabelli Asset Management Company in New York. He holds an MBA from Columbia Business School with Beta Gamma Sigma distinction and a bachelor's degree in music from William Paterson University graduating magna cum laude. |
|
Fund Manager | Martin Romo | Manager Start Date | 02/07/2018 | Career Start Year | 1992 |
Education | Stanford University, M.B.A. | University of California–Berkeley, B.A. |
|
|
|
Biography |
Martin Romo is an equity portfolio manager at Capital Group. He is president of Capital Research Company, Inc. and serves on the Capital Group Management Committee. Martin has 30 years of investment experience and has been with Capital Group for 29 years. Earlier in his career, as an equity investment analyst at Capital, he covered the global chemicals industry, mortgage and consumer financials, and select conglomerate companies. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in architecture from the University of California, Berkeley. |
|
Fund Manager | Martin Jacobs | Manager Start Date | 01/03/2021 | Career Start Year | 1989 |
Education | University of Pennsylvania (Wharton), M.B.A. |
|
|
|
Biography |
Martin Jacobs is an equity portfolio manager at Capital Group. He has 34 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. industrials, machinery and electrical equipment companies. Before joining Capital, Martin was an executive director and senior investment analyst at Brinson Partners, Inc. in Chicago and an industry analyst at Security Pacific Merchant Bank in New York. He was also a research analyst at the Wharton Center for Applied Research, Inc. |
|
Fund Manager | Jessica Spaly | Manager Start Date | 01/03/2022 | Career Start Year | 1998 |
Education | Harvard University, M.B.A. |
|
|
|
Biography |
Jessica C. Spaly is an equity portfolio manager at Capital Group. She also serves on the Target Date Solutions Committee. She has 25 years of investment experience and has been with Capital Group for 19 years. Earlier in her career, as an equity investment analyst at Capital, Jessica covered U.S retailing, branded apparel and footwear, and e-commerce. Prior to joining Capital, Jessica was a private equity analyst for Kohlberg Kravis Roberts & Co. and an analyst in mergers and acquisitions for Morgan Stanley. She holds an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar, and a bachelor's degree in economics from Harvard College graduating magna cum laude and Phi Beta Kappa. Jessica is based in San Francisco. |
|
Fund Manager | Aline Avzaradel | Manager Start Date | 01/03/2022 | Career Start Year | 2003 |
|
|
|
Biography |
Aline Avzaradel is an equity portfolio manager at Capital Group. She has 21 years of investment industry experience and has been with Capital Group for 19 years. Earlier in her career at Capital, as an equity analyst, she covered U.S. insurance companies as well as the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. |
|
Fund Manager | Greg Miliotes | Manager Start Date | 01/06/2024 | Career Start Year | 1998 |
Education | Stanford Graduate School of Business, Master's | Massachusetts Institute of Technology, B.Tech |
|
|
|
Biography |
Greg Miliotes is an equity portfolio manager at Capital Group. He also serves on the Capital Group Management Committee. He has 26 years of investment industry experience and has been with Capital Group for 17 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. diversified industrials, heavy machinery and waste companies, U.S. small-cap health care companies and large-cap medical technology. Prior to joining Capital, Greg was an investment analyst responsible for health care stock selection with RS Investments. He holds a master's degree and certificate in global management and public management from Stanford Graduate School of Business and a bachelor's degree in mechanical engineering from the Massachusetts Institute of Technology. Greg is based in San Francisco. |