For more than 10 years, Capital Guardian (Canada), Inc. has dedicated itself to managing assets for Canadian institutional clients seeking global financial stewardship. The company has a significant presence in the Canadian market, with over 55 clients and more than C$7 billion in assets under management.

Capital Guardian is part of a global organization that manages more than C$300 billion in assets for institutional clients such as corporations, government entities, foundations, endowments, and high-net-worth individuals around the world. Capital Guardian is one of the Capital Group Companies; a privately owned organization founded in 1931. The affiliated companies of the Capital Group Companies manage equity and fixed-income assets in both developed and emerging markets for individuals and institutions worldwide.

Focusing solely on investment management, the company has built a large, diversified global research group. Portfolio managers and analysts are able to call on vast in-house resources in selecting investments and performing fundamental research on companies in every region of the world. In 2000, Capital Guardian’s investment professionals made more than 10,000 research visits to companies, government officials, and other experts in over 60 countries, and spent more than C$130 million on investment research.

Capital Guardian’s investment professionals firmly believe that strong investment results can only be achieved through comprehensive fundamental research. Many of Capital Guardian’s analysts have followed their respective industries for years (and some for decades). First-hand insight into companies, their suppliers, and their respective markets is greatly valued. Many analysts at Capital Guardian have worked in the industries they cover or grew up in the countries where the companies they cover do business.

The foundation of Capital Guardian’s investment process is its unique approach to managing equity and fixed-income assets - the multiple portfolio management system. Developed more than 40 years ago, this system combines the best attributes of both individual and team management. Portfolios are segmented, with individual managers responsible for a portion, managing them as if the were stand-alone portfolios. The research analysts as a group also manage a portion of client portfolios. Thus, strong individual ideas can be acted upon while ensuring a diversity of ideas and continuity of management.

The multiple portfolio manager system, combined with comprehensive fundamental research, seasoned investment professionals, and low employee turnover, has helped Capital Guardian historically produce consistently superior, long-term investment results for its clients.