GLOBAL SCALE
We're the largest global active asset manager.
We share economies of scale with investors to offer lower fees and devote significant resources to research, with more than 450 equity and fixed income investment professionals working around the globe and 11 research offices located in eight countries.
Figures for the year ending December 31, 2022.
We share our economies of scale with investors.
We strive to keep portfolio fees as low as possible. Over time, small differences in fees can have a big impact on returns.
Global scale enhances our investment services.
The size and scale of our global organization provides you with access to a wealth of resources. From articles to podcasts, you can glean deep insights from our 450+ investment professionals around the globe:
- 113 portfolio managers, averaging 28 years of experience; 245 investment analysts, averaging 14 years of experience; 42 languages spoken.
- Our investment professionals conducted more than 21,000 meetings with companies in 2022 and published more than 16,000 pieces of proprietary research.
Our extensive global research effort
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
INDEPENDENT AND PRIVATE
THE CAPITAL SYSTEM
Our proprietary approach prioritizes consistent and repeatable results
1 Capitals Express Investments, at its discretion, currently waives some of its management fees or absorbs some expenses of certain Capitals Express Investments funds. Such waivers and absorptions may be terminated at any time, but can be expected to continue for certain portfolios until such time as such funds are of sufficient size to reasonably absorb all management fees and expenses incurred in their operations. The current management expense ratio shown for the portfolio is based on unaudited total expenses for the six-month period ended June 30, 2022, and is expressed as an annualized percentage of daily average net assets during the period. Actual MERs may vary. For the six-month period ended June 30, 2022, the total net asset value of Series F was of sufficient size to reasonably absorb all management fees and expenses incurred in the operations of the fund attributable to this series, and therefore there were no waivers or absorptions during this period.
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 are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, 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 indicated, all above references to Capitals Express Investments refer to the global organization. Assets under management as of December 31, 2021.
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.