You have   9 free profiles   left this month    Start Your Free Trial ➤
Hey, we noticed you're a RelSci Pro subscriber! Would you like to view the page there? View on RelSci Pro ➤

Martin Romo

Portfolio Manager at Fundamental Investors, Inc.
Overview
In The News
Relationships
Paths
Education
Career History
Boards & Committees
Political Donations

Overview

Notable Companies
Capital Research Co. - California

Capital Research Co.
Board Seats
3
Number of Relationships
This person is connected to 462 people.

In The News See more

PR Newswire
July 21, 2015

Relationships


President at Capital Research & Management Co.

Chairman & Chief Executive Officer at The Capital Group Companies, Inc.

Senior Vice President, Director & Portfolio Manager at The Capital Group Companies, Inc.

Portfolio Manager at The Capital Group Companies, Inc.

Portfolio Manager at The Capital Group Companies, Inc.

Head of Fixed Income at The Capital Group Companies, Inc.

President at The Capital Group Companies, Inc.

President, Institutional Investment Services Division at The Capital Group Companies, Inc.

Partner, International Investors at Capital Research & Management Co.

Portfolio Manager at The Capital Group Companies, Inc.
See 452 more listings with RelSci Professional.

Paths to Martin Romo

Martin Romo
You
Connections via Relationship Science
Martin Romo
Sync your contacts to see how you can connect with Martin Romo.

Educational Background

BS in Architecture 
Class of 1989 
University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.
MBA 
The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

Career History

Director & President
2008 - Current
Capital Research Co. (California), part of The Capital Group Cos., Inc., is an American company located in Los Angeles, CA, that provides investment advice.
Portfolio Manager
Current
Capital World Investors (CWI) employs a long-term, value-oriented global investment approach and a multiple portfolio manager system that combines teamwork and individual accountability. The firm is committed to maintaining low operating expenses, among the lowest in the fund industry. They utilize fundamental research to gather in-depth information on markets and companies around the world.CWI employs a security-by-security approach to portfolio construction and emphasize long-term investments. Their strategies focus on determining the difference between the fundamental value of a company and its price in the marketplace.CWI offers a wide variety of equity, fixed-income and balanced investment strategies. Their strategies are categorized as global, multi-regional and regional investment strategies.
Portfolio Manager
Current
Fund Advisor
Current
Capital World Global Investors (CWGI) is the investment adviser to the American Funds Group, a family of 30 funds marketed to individuals exclusively through financial advisers and other intermediaries. American Funds are also used as investment vehicles for 401ks, other retirement plans, variable annuities and 529 college savings plans. The funds have the following characteristics: (1) a long-term, value-oriented approach (2) long-established, global research (3) a multiple portfolio counselor system that combines teamwork with individual accountability (4) experienced, long-tenured investment professionals and (5) a commitment to low operating expenses, among the lowest in the fund industry.^CWGI uses a Multiple Portfolio Counselor System. The assets of each fund are divided into smaller, more manageable portions. Each portion is managed by a portfolio counselor who operates autonomously, investing his or her portion as though it were an entire fund (subject to fund objectives and overall guidelines). Research analysts typically manage a segment as well (usually about 20% of the fund's assets), bringing their expertise directly to bear on the fund's results. Portfolio counselors are free to make their own decisions. As a fund's assets grow, new counselors can be added.^Investment decisions are based on internal research. Equity research is comprehensive and bottom-up while at the same time constantly monitoring broader economic, political, currency and interest rate trends. Investment research is proprietary and used solely by CWGI portfolio managers.
President
Prior
CR-HK is a long-term, research-oriented manager which focuses on Asian markets while working in close relationship with other Capital Research companies worldwide to share research. They perform detailed analyses on potential investment opportunities, constructing portfolios using a bottom-up approach.The cornerstone of the firm's investment philosophy is the idea of multiple insights. Mutual funds are divided into compartments. Each compartment is managed independently by an investment team, as a relatively concentrated portfolio. Coordinated by a committee, the overall process blends individual convictions and team approach. The resulting portfolios tend to be focused.Investment and research functions are not strictly separated. The firm's portfolio managers are generalists who invest in a variety of industries, while the analysts cover investments in sectors where they have specialist expertise.

Boards & Committees

Corporate Boards ▾
Director
2011 - Current
Capital Research & Management invests globally in equities and fixed-income securities. The firm also offers balanced investment strategies that are customized to meet each client's unique investment objectives and financial needs. The firm uses a multiple portfolio counselor system. Assets of each fund are divided into smaller, more manageable portions. Each portion is managed by a portfolio manager who operates autonomously, investing his or her portion as though it were an entire fund, subject to fund objectives and overall guidelines. Research analysts typically manage a segment as well (about 20% of the fund's assets). Investment decisions are based on internal research. Capital Research & Management's equity investment strategies are based on a comprehensive, bottom-up approach. In addition, the firm constantly monitors broader economic, political, currency and interest rate trends. Their fixed-income investment strategy takes a more top-down view of the factors impacting the markets. Core fixed-income portfolios are constructed based on duration, sector allocation and security selection.
Member, Management Committee
Current
The Capital Group Cos., Inc. provides investment management services. It manages and underwrites mutual funds in the American Funds family group and provides other financial services. The company serves the institutions and consultants, financial advisors and intermediaries, individual investors and high net worth investors. The Capital Group was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA.
Non-Profit Boards ▾
Member, Advisory Council
Current
The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

Political Donations

$1,000
2012
$1,000
2011
$2,500
2011
$1,000
2010
$1,000
2007
Former President of United States
See 1 more listing with RelSci Professional.

Other Affiliations

You've reached your 10 free profiles limit this month.

Upgrade to RelSci Pro today to enjoy unlimited article views and much more!

Start Your Free Trial ➤
Still not convinced? Check out our full listing of features here.