Invest Like The Best
Episode 363 The Capital System
Invest Like The Best

Episode 363: The Capital System

Invest Like The Best

Episode 363

The Capital System

Anne-Marie Peterson is an equity portfolio manager at Capital Group. We cover the advantages of Capital's people-first approach, why the most successful retailers are like cults, and the importance of understanding common biases that creep into investment ideas.

This episode is brought to you by:
Tegus.
Tegus, the go-to destination for bold investing. The investment research platform trusted by 95% of the top 20 global private equity firms just got even better. Building on their solid reputation for expert insights, Tegus has expanded to become the first true all-in-one research platform. The new Tegus makes diligence faster, easier, and more convenient than ever before. Your Tegus license gives you access to over 70,000 expert transcripts, more than 4,000 fully drivable financial models, and exclusive datasets like company management checks, industry KPIs, hard-to-find non-GAAP data, and more. Tegus is the fastest way to learn about a public or private company and the most cost-effective way to conduct investment research — now all under one roof. Learn more and get your free trial at tegus.com/patrick.

 

(00:00:00) - Welcome to Invest Like the Best

(00:04:06) - First Question - Understanding Capital Group's Investment Approach

(00:05:43) - The Importance of Teamwork and Culture in Investment Firms

(00:07:38) - The Role of Analysts in Investment Decisions

(00:12:24) - The Art of Running Effective Meetings with Company Management

(00:18:12) - Exploring the Dominance of Big Tech Companies

(00:19:13) - The Common Thread Amongst Great Retailing Companies

(00:30:49) - Comparing The Growth in The Tech Market to That of Healthcare

(00:34:14) - The Rise of Pharma and its Potential Opportunities

(00:36:56) - Power Dynamics in the Tech Industry

(00:38:11) - The Idea of Power in Investing

(00:46:21) - Unique Challenges and Opportunities in the Restaurant Industry

(00:48:35) - The Positive Signal of Enduring Companies

(00:54:54) - The Importance of Gratitude and Kindness in Professional Growth

(00:58:40) - The Kindest Thing Anyone Has Ever Done for Anne-Marie

The Capital System

Introduction

Patrick
My guest today is Anne-Marie Peterson. Anne-Marie is an equity portfolio manager at Capital Group, a storied investment firm managing $2.5 trillion and getting ready to celebrate its centennial anniversary. Anne-Marie is a seasoned investor, approaching three decades in the industry with nearly 20 of those years being with Capital.

She has become an expert in retail and restaurants and many other sectors and shares her thinking and strategies in those areas. We discuss her people-first approach, simplicity as a criteria for investment and the idea that the best retailers are cults. Please enjoy this great discussion with Anne-Marie Peterson.

Capital Group's DNA

Patrick
Right. Where to begin? I feel as though -- we talked about this last time we talked that Capital Group is such an interesting place and culture, with so many investors who are so good, who have been there for so long. It's a little bit opaque from the outside looking in.

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com