Capital Ideas Podcast
Research to runway: Investing in disruptive business models
Feb 27, 2025
Lara Pellini, a seasoned portfolio manager at Capital Group with over 23 years of experience, emphasizes the need for hands-on research in identifying disruptive business models. She shares insights on navigating sectors like food delivery and fashion, highlighting the critical role of sustainability and adaptability. The conversation also explores innovative opportunities in eyewear technology, the resilience of luxury brands in economic downturns, and the importance of community support in investment journeys.
34:14
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Quick takeaways
- Lara Pellini highlights the importance of primary research and hands-on experience in developing informed investment strategies beyond traditional analysis.
- She advocates for long-term investment based on solid business models rather than volatile market trends, emphasizing company fundamentals over macroeconomic factors.
Deep dives
The Value of Community Engagement in Capital Group
Lara Pellini joined Capital Group in 2001, inspired by its Capital Associate Program, which emphasizes community engagement and nonprofit work. The program allowed her to work at a nonprofit of her choice, which was a significant factor in her decision to join, as the culture at Capital Group resonated with her personal values. Over the years, the program has continued to prioritize community involvement, with Capital contributing significantly to various organizations, amounting to $350 million in donations over the last decade. This commitment to supporting nonprofits reinforces the importance of social responsibility within the company.
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