A BETTER APPROACH
The Capital SystemTM combines independent, high-conviction decision-making with the diversity that comes from multiple perspectives. It has delivered long-term results that help clients pursue their goals.
HOW IT WORKS
Our portfolios house diverse perspectives
Multi-manager structure
We divide portfolios into segments, each run by an individual manager. The managers represent a diverse set of backgrounds, styles and approaches. In many cases, each is personally invested in the portfolios they manage.
Our portfolios feature high-conviction investments
Promoting independent thinking
While managers collaborate and share insights, each invests independently according to their strongest convictions. The resulting portfolios are a diverse collection of investment ideas, not just one manager’s perspective. This approach creates the potential for portfolios to fare well in a variety of market conditions.
Our investments are grounded in fundamental research
Research-driven investing
Our investment group had 21,000+ company engagements in 2022, including those where environmental, social and governance (ESG) topics were discussed. Keeping in close contact with management teams and spending time on location, when possible, help drive deep operational understanding and inform all our investment decisions.
Our investment analysts do more than make recommendations
The research portfolio
At most firms, analysts only recommend investments, but at NewEconomy Fund, they typically have the opportunity to actually invest in their highest conviction ideas. Most funds have research portfolios managed by analysts.
Our system provides management continuity and a consistent approach
A time-tested system
Our multiple-manager system supports our commitment to investors with long-term goals. It has allowed us to navigate near-term noise and periods of economic and market uncertainty in pursuit of key goals.
Designed to help investors pursue long-term investment success
Aligned with investor goals
We strongly believe long-term investing aligns with client goals, and our culture and compensation structure reinforce that focus. We typically hold investments significantly longer than our industry peers.*
*On average, the equity-focused American Funds hold their investments for 4.3 years, whereas peers hold their investments for 1.9 years, based on the equal-weighted blended averages across each of the 20 equity-focused American Funds' respective Morningstar active categories as of December 31, 2022.
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