Wesley K. Phoa

Portfolio Manager & Analyst at Capital Research & Management Co.

Wesley K. Phoa

Wesley K. Phoa

Portfolio Manager & Analyst at Capital Research & Management Co.

Overview
RelSci Relationships

2538

Number of Boards

1

Birthday

1966

Age

54

Contact Data
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Relationships
RelSci Relationships are individuals Wesley K. Phoa likely has professional access to. A relationship does not necessarily indicate a personal connection.

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

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

Vice President-Edu/Com Rl at The Los Angeles Conservancy

Relationship likelihood: Strong

Former Vice President Member & Development at The Los Angeles Conservancy

Relationship likelihood: Strong

Portfolio Manager/Analyst at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Portfolio Manager/Analyst at The Capital Group Companies, Inc.

Relationship likelihood: Strong

In The News
The New York Times
January 11, 2019
How 3 Funds Sidestepped a Market Thumping
The New York Times
September 16, 2018
9.What Could Trigger the Next One
Australian Financial Review
March 30, 2017
BlackRock backs robots over humans
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You
Wesley K. Phoa
Portfolio Manager & Analyst at Capital Research & Management Co.
Education
PhD in Pure Mathematics
Class of 1992
BSc, Honors
Class of 1987
Career History
Portfolio Manager & Analyst
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 US 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.

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 & Analyst
Current

CI manages portfolios that seek to capture the risk and return characteristics of other investment vehicles with the same investment strategy through implementing a proprietary solution that utilizes a commercially available third-party risk model to help identify the characteristics of the underlying holdings of the strategy. The firm typically builds portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. Investment decisions are subject to a fund’s or account’s objective, policies and restrictions and the oversight of the appropriate investment-related committees.

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