Partner insight: Identifying future industry leaders early

Capital Group’s New Perspective strategy seeks resilience by investing in an eclectic mix of multinationals, says Steven Smith

clock • 1 min read

The Capital Group New Perspective strategy has a history of identifying future champions before they become industry-leading companies. For example, the portfolio has held Google since its IPO in 2004, and we've owned TSMC - today the world's leading independent semi-conductor manufacturer - since 1999. However, we're not just investing in the big, well-known, large-cap multinationals. We hold close to 300 names and include small to medium-sized, fast-growing companies that are expanding beyond their domestic markets. They often have disruptive business models, innovative technology a...

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