CI
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Capital International Investors13F | |
Capital International Investors | |
Last update 2024-11-13 | 438 Stocks (23 new) |
Value $520.97 Bil | Turnover 5 % |
Portfolio Report |
Capital International Investors Profile
Capital International Investors is a subsidiary of the Capital Research and Management Company which, in turn, is a wholly owned subsidiary of The Capital Group Companies. The company serves as one of its three equity divisions that manages equity assets for the parent company, with the other two companies being Capital World Investors and Capital Research Global Investors. Although it is an independent equity division, Capital International Investors has the flexibility to manage any of the investment objects or vehicles that the Capital Group currently holds. The company, taking the investing philosophies of its parent companies, operates through creating portfolios “from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.” The research is all conducted within the company’s family branches and are produced to be only used by those companies and their subsidiaries, each divisional subsidiary having their own research teams with separate research directors. Though its investment decisions are independently managed, they are subject to the policies, restrictions, and oversight of the Capital Research and Management Company’s committees. Currently the independently action branch subsidiary has an estimated market value of approximately $55 trillion with its largest investment holdings in Verizon Communications, Microsoft, Texas Instruments, Conocophillips, and Merck & Co., in order of decreasing holdings. Capital International Investors mainly follows its parent company’s guidelines to focus on equity securities and fixed income securities but also invests in other areas. Its most heavily invested sector allocation is in health care, making up approximately 15%, and, in order of decreasing allocation amounts, finance, information technology, consumer discretionary, and utilities and telecommunications. The company caters to a wide client base, including individuals, corporate and public pension and profit sharing plans, pooled investment vehicles, governmental entities, corporations, and institutions mainly in Asia, Australia, and New Zealand. Victor Kohn currently serves as the president of Capital International Investors in addition to his role as Chief Executive Officer and president of Capital International.
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