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By Bérenger VIDAL de La BLACHE, Managing Director, Financial Intermediaries Institutional, Capital Group
1) Swing at pitches in your strike zone
In baseball, the strike zone is defined as an imaginary area that extends approximately from a batter’s armpits to the top of their knees. This zone varies for each player based on factors such as height, body stance and batting position. A key principle of portfolio construction is to swing at pitches that are in your strike zone.
Jody Jonsson, equity portfolio manager at Capital Group, believes her investment strike zone to be companies with strong moats, dominant or growing market positions, robust balance sheets, effective management teams, and industries...
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