James B. Lovelace

Portfolio Manager at The Capital Group Companies, Inc.

James B. Lovelace

James B. Lovelace

Portfolio Manager at The Capital Group Companies, Inc.

Overview
RelSci Relationships

2708

Number of Boards

9

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals James B. Lovelace likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at Capital Research & Management Co.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Portfolio Manager at Capital Research & Management Co.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Partner, International Investors at Capital Research & Management Co.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Senior Vice President, Fund Business Management Group at Capital Research & Management Co.

Relationship likelihood: Strong

Paths to James B. Lovelace
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James B. Lovelace
Portfolio Manager at The Capital Group Companies, Inc.
Family Members
Spouse
Council Member at Idyllwild Arts Foundation

The Idyllwild Arts Foundation supports, advances education, cultural development by providing instruction and enrichment in the arts through the arts academy and Summer Program. The firm is a school for students who are talented in the arts, providing training in the arts and college preparatory academic studies. It offers different courses over weeks in all the arts for children, junior, senior high school students and adults. The company was founded in 1946 and is headquartered in Idyllwild, CA.

Education
BA in Philosophy
Class of 1979

Since its founding in 1864, Swarthmore College has given students the knowledge, insight, skills, and experience to become leaders for the common good. Offering a liberal arts and engineering curriculum, the College is private, yet open to all regardless of financial need. It is also decidedly global in outlook, drawing students from around the world and all 50 states. The diversity of perspectives represented by Swarthmore students, faculty, and staff - including different viewpoints, identities, and histories - contributes to the community's strong sense of open dialogue and engagement with ideas and issues. So much of what Swarthmore stands for, from its commitment to curricular breadth and rigor to its demonstrated interest in facilitating discovery and fostering social responsibility, lies in the quality and passion of its faculty. A student/faculty ratio of 8:1 ensures that students have close, meaningful engagement with their professors, preparing the former to translate the skills and understanding gained at Swarthmore into the mark they want to make on the world. The College's Honors program features small groups of dedicated and accomplished students working closely with faculty; an emphasis on independent learning; ongoing dialogue between students and their peers, teachers, and examiners; and an examination at the end of two years' study by outside scholars. Swarthmore's idyllic, 425-acre arboretum campus features rolling lawns, a creek, wooded hills, and hiking trails, and is located just 11 miles from Philadelphia.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Portfolio Manager
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 firm serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA.

Portfolio Manager
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, 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.

Senior Vice President
Tenure Unconfirmed

CR&M maintains an investment philosophy that is distinguished by four key beliefs: solid research is fundamental to sound investment decisions; investment decisions should not be made lightly; a long-term approach; and the Capital System. The firm's investment decisions are subject to a fund's or account's objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and its investment divisions. They generally invest in equity securities, fixed-income securities or a combination of both and in U.S. and international equity securities, including common stocks, preferred stocks and convertible securities, of companies with varying market capitalizations. CR&M typically builds portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Boards & Committees
Director
2012 - Current

CR&M maintains an investment philosophy that is distinguished by four key beliefs: solid research is fundamental to sound investment decisions; investment decisions should not be made lightly; a long-term approach; and the Capital System. The firm's investment decisions are subject to a fund's or account's objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and its investment divisions. They generally invest in equity securities, fixed-income securities or a combination of both and in U.S. and international equity securities, including common stocks, preferred stocks and convertible securities, of companies with varying market capitalizations. CR&M typically builds portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Member, Board of Governors
Current

Pardee RAND Graduate School founded in 1970 as one of eight graduate programs created to train future leaders in public policy, the Pardee RAND Graduate School is the largest public policy Ph.D. program in the nation.

President & Trustee
Tenure Unconfirmed
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1M - $3M
2016

The RAND Corporation is a nonprofit institution that helps improve policy and decisionmaking through research and analysis. RAND focuses on the issues that matter most such as health, education, national security, international affairs, law and business, the environment, and more. With a research staff consisting of some of the world's preeminent minds, RAND has been expanding the boundaries of human knowledge for more than 60 years. As a nonpartisan organization, RAND is widely respected for operating independent of political and commercial pressures. See History and Mission. RAND's tradition of problem-solving continues to this day. Much of this research is carried out on behalf of public and private grantors and clients. Philanthropic dollars help support RAND's Investment in People and Ideas program, our vehicle for funding research inquiries into critical but often underappreciated policy areas and attracting the world's top talent to focus on these challenges. All RAND work—every publication, database, or major briefing—is held to rigorous and sometimes painstaking review processes. Such exacting standards are the foundation of RAND's impeccable reputation throughout the world. See Standards for High Quality Research and Analysis and RAND's Institutional Principles. RAND improves policy and decisionmaking through research and analysis. At times, grantors or clients may ask RAND to deliver research without suggesting a specific course of action. At other times, RAND may provide a range of solutions with an analysis of advantages and disadvantages. On certain occasions, RAND may formulate or even support clear-cut policy recommendations. What remains constant is RAND's commitment to public service by communicating its findings to a wide audience. This is accomplished in many ways. They include announcements to media, testimony by experts at RAND (often to the U.S. Congress), and publications, many of which are available free on this Web site. See Newsroom, Congressional Resources, and Reports and Bookstore. RAND in the 21st century continues to address difficult challenges throughout the world. In many ways, RAND's future reflects its past: anticipating emerging issues; establishing new angles of inquiry; and mapping the territory for responses by government, business, and society. Commitment to these high standards will continue to define RAND's work in the years to come.

$50K - $100K
2014

The RAND Corporation is a nonprofit institution that helps improve policy and decisionmaking through research and analysis. RAND focuses on the issues that matter most such as health, education, national security, international affairs, law and business, the environment, and more. With a research staff consisting of some of the world's preeminent minds, RAND has been expanding the boundaries of human knowledge for more than 60 years. As a nonpartisan organization, RAND is widely respected for operating independent of political and commercial pressures. See History and Mission. RAND's tradition of problem-solving continues to this day. Much of this research is carried out on behalf of public and private grantors and clients. Philanthropic dollars help support RAND's Investment in People and Ideas program, our vehicle for funding research inquiries into critical but often underappreciated policy areas and attracting the world's top talent to focus on these challenges. All RAND work—every publication, database, or major briefing—is held to rigorous and sometimes painstaking review processes. Such exacting standards are the foundation of RAND's impeccable reputation throughout the world. See Standards for High Quality Research and Analysis and RAND's Institutional Principles. RAND improves policy and decisionmaking through research and analysis. At times, grantors or clients may ask RAND to deliver research without suggesting a specific course of action. At other times, RAND may provide a range of solutions with an analysis of advantages and disadvantages. On certain occasions, RAND may formulate or even support clear-cut policy recommendations. What remains constant is RAND's commitment to public service by communicating its findings to a wide audience. This is accomplished in many ways. They include announcements to media, testimony by experts at RAND (often to the U.S. Congress), and publications, many of which are available free on this Web site. See Newsroom, Congressional Resources, and Reports and Bookstore. RAND in the 21st century continues to address difficult challenges throughout the world. In many ways, RAND's future reflects its past: anticipating emerging issues; establishing new angles of inquiry; and mapping the territory for responses by government, business, and society. Commitment to these high standards will continue to define RAND's work in the years to come.

$100K +
2014

The Idyllwild Arts Foundation supports, advances education, cultural development by providing instruction and enrichment in the arts through the arts academy and Summer Program. The firm is a school for students who are talented in the arts, providing training in the arts and college preparatory academic studies. It offers different courses over weeks in all the arts for children, junior, senior high school students and adults. The company was founded in 1946 and is headquartered in Idyllwild, CA.

Political Donations
$25K
2018
$2,700
2015

Senator from Washington

$2,700
2015

Minority Leader at Office of the Senate Minority Leader, Charles Schumer

Awards & Honors
Chartered Financial Analyst
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