Capital Group to bring beyond border investing to Lisbon

Julie Dickson, Investment Specialist, Capital Group will join InvestmentEurope‘s Fund Selector Roundtable Lisbon to discuss their approach to equity investing.

The domicile approach to measuring geographic exposures – one of the primary blocks of asset allocation – is arguably becoming less relevant in today’s challenging markets. As multinational, global companies now represent a driving force in worldwide economic integration, it may not be sufficient to follow the traditional paradigm of investing in companies based on their country of domicile.

In this workshop, Julie Dickson describes how Capital Group has approached this challenge by looking beyond traditional boundaries to conduct fundamental research that focuses on all aspects of a company, including revenue exposure, industry position, product lines and supply chain.

Using stock examples from the Capital Group New Perspective investment universe, Julie will demonstrate how this multi-layered ‘new geography’ analysis helps our investment professionals identify the emerging multinationals of the future as well as those existing multinationals that are well positioned to benefit from secular growth trends and global trade patterns.

Capital Group’s New Perspective strategy was launched in the US in 1973 and has a track record of superior long-term results and low downside protection. It is now available to European investors via a Lux domiciled fund (UCITS).

Dickson is an investment specialist at Capital Group. She has 22 years of investment industry experience and joined Capital Group in 2015. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors.

She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.

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