168. Investing in global champions and future winners

UK managing director, Chris Miles and Steve Smith, an investment director on the Capital Group New Perspective fund, join Darius McDermott for this week’s podcast. They tell us about the group and their unique approach to investing, before going into detail about how they find existing and potential global champions in which to invest. Steve also gives us the lowdown on Tesla – a company that divides investors - and SEA Limited.
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New Perspective is the flagship global equities strategy of Capital Group. It has a track record of more than 45 years, investing in some of the world’s largest multinational firms that are able to benefit from transformational changes in the global economy. The fund has a unique multiple manager structure, with each of the named managers running their ‘sleeve’ in their own way. Their best ideas are blended together for a diversified portfolio.

Learn more about Capital Group New Perspective 

What’s covered in this podcast:

  • Who Capital Group are and what they do differently
  • How multiple manages and analysts can run a single fund
  • What is so special about career analysts
  • How to find future winners
  • Why SEA Limited is a potential future global champion
  • How Tesla fits in. to the mix
  • Why they like Tesla even though it divides opinion
  • How the fund is positioned
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