Steve Watson

CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Functions as a College/University

Functions as a College/University

CR-HK is a long-term, research-oriented manager which focuses on Asian markets while working in close relationship with other Capital Research companies worldwide to share research. They perform detailed analyses on potential investment opportunities, constructing portfolios using a bottom-up approach. The cornerstone of the firm's investment philosophy is the idea of multiple insights. Mutual funds are divided into compartments. Each compartment is managed independently by an investment team, as a relatively concentrated portfolio. Coordinated by a committee, the overall process blends individual convictions and team approach. The resulting portfolios tend to be focused. Investment and research functions are not strictly separated. The firm's portfolio managers are generalists who invest in a variety of industries, while the analysts cover investments in sectors where they have specialist expertise.

CWI employs a long-term, value-oriented global investment approach and a multiple portfolio manager system that combines teamwork and individual accountability. The firm utilizes fundamental research to gather in-depth information on markets and companies around the world. They also employ a security-by-security approach to portfolio construction and emphasize long-term investments. They offer a wide variety of equity, fixed-income and balanced investment strategies. Their strategies are categorized as global, multi-regional and regional investment strategies.

CII HK is an active, research and conviction-based manager which utilizes The Capital System investment process to deliver superior long-term results. They believe that research is fundamental to sound investment decisions and their teams of analysts regularly gather first-hand information on markets and companies globally.