Transcript
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.