Capital Ideas Investing Podcast

Conversations with Mike Gitlin: Featuring Rob Lovelace

Feb 22, 2024

The podcast discusses investment environments in the U.S., Europe, and Asia with a focus on time as a competitive advantage. Topics also include failed technological investments, the symbolism of unique stones, lessons in market timing, the power of long-term investing, global opportunities, and impactful reflections.

35:22

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Episode guests

Rob Lovelace

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Investment success requires thorough due diligence beyond technology performance.

Identifying global market opportunities involves understanding earnings growth and industry dynamics.

Deep dives

Description of the Capital System at Capital Group

The unique way Capital Group manages money is akin to a fund-to-fund structure, focusing on fundamental research and volatility control. This system emphasizes individual responsibility within portfolio slices, enhancing accountability and investing independence. By maintaining accountability and individual engagement, investors learn and operate within a framework that promotes long-term value creation.

Introduction

4min

Exploring Nostalgic Memories and a Failed Technological Investment

2min

Rocks of Significance

6min

Analyst's Hard Lesson in Market Timing and Alignment with Management

2min

The Power of Long-Term Investing and Global Opportunities

19min

Heartfelt Gratitude and Impactful Reflections

2min

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal

Watch on YouTube: https://bit.ly/CG-Gitlin-playlist

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.

For full disclosures go to capitalgroup.com/global-disclosures

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

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

Join us: capitalgroup.com/about-us/careers.html

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Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/