Capital Ideas Podcast

Conversations with Mike Gitlin: Featuring Alan Wilson

May 9, 2024

Alan Wilson, equity portfolio manager with 33 years of experience, shares insights from his career at Capital Group and lessons learned from Steve Jobs. He discusses stepping out of comfort zones in investing, the importance of individuality, and applying unique perspectives in decision-making.

29:50

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Episode guests

Alan Wilson

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Episode notes

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Quick takeaways

Importance of analytical skills in investing highlighted by Capital Group's portfolio manager Alan Wilson.

Value of considered inaction in long-term investments emphasized by Wilson using Apple stock as a case study.

Deep dives

Joining Capital Group and the Interview Process

Alan Wilson, a portfolio manager at Capital Group for 33 years, discusses how he was interviewed by Karen Larson, a research director who started as a secretary at the firm. Through the interview process, Wilson highlighted his analytical approach and willingness to take risks, sharing stories of past mistakes like sports betting. Larson saw his potential as an investor and took a chance, emphasizing the importance of analytical skills in investing.

Introduction

3min

Lessons from Finance Pioneer Karen Larson

7min

Exploration of Investor's Journey, Conformity, and Individuality

4min

Applying the Concept of Echolocation in Investing

2min

Individual Conviction and Forward-Looking Investing

11min

Exploring Investment Edge and Personal Gratitude

4min

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple’s Steve Jobs, and why he keeps a framed picture of zebras in his office. #CapGroupGlobal

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Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

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About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

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