Capital Group New Economy Fund (LUX) Z (CHF)

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Management
DomicileLuxembourg
Legal StructureSICAV
UCITSYes
Inception Date07/11/2019
Fund Advisor(s)
Capital Research and Management Company
Fund ManagerHarold La
Manager Start Date07/11/2019
Career Start Year1998
 
Biography
Harold H. La is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 24 years. Earlier in his career, as an equity investment analyst at Capital, Harold covered Indian IT services, Asian semiconductors, Korean small-cap companies, Asian banks and diversified financials. Prior to joining Capital, Harold was an auditor at KPMG. He holds an MBA from Kellogg School of Management at Northwestern University and a bachelor's degree from the University of Western Ontario. He also holds the Chartered Financial Analyst® designation. Harold is based in Hong Kong.
Fund ManagerPaul Benjamin
Manager Start Date01/05/2023
Career Start Year2006
 
Biography
Paul Benjamin is an equity portfolio manager at Capital Group. He has 18 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst, covering U.S. large-cap software companies. Prior to joining Capital, he managed the European operations for Interelate, a technology start-up funded by Goldman Sachs. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in finance and religion from Northwestern College graduating magna cum laude. Paul is based in Los Angeles.
Fund ManagerCaroline Jones
Manager Start Date07/11/2019
Career Start Year1999
Education
University of Pennsylvania (Wharton), M.B.A.
 
Biography
Caroline Jones is an equity portfolio manager at Capital Group. As an equity investment analyst she covers health care services, retail drug companies and homebuilding in the U.S. She has 24 years of investment experience and has been with Capital Group for 19 years. Earlier in her career at Capital, she also covered U.S. regional banks and small- and mid-cap diversified banks. Before joining Capital, she was a financial analyst at Goldman Sachs & Co. She holds an MBA from the Wharton School of the University of Pennsylvania where she graduated as a Palmer scholar, and a bachelor’s degree in commerce from the University of New South Wales in Australia. Caroline is based in San Francisco.
Fund ManagerLara Pellini
Manager Start Date01/02/2022
Career Start Year2002
 
Biography
Lara Pellini is an equity portfolio manager at Capital Group. She has 20 years of investment experience, all with Capital Group. Earlier in her career at Capital she was an equity investment analyst, covering European, Eurasian and Latin American retail and luxury goods. Lara began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. Prior to joining Capital, she was a research fellow for the International Labor Organisation in Geneva, and a research assistant to the economics chair of the IULM University in Milan. She holds a master’s degree in economics of labor and industrial relations from the London School of Economics and a laurea in public relations and economics of information from the IULM University, Milan. Lara is based in London.
Fund ManagerMathews Cherian
Manager Start Date01/02/2020
Career Start Year1997
 
Biography
Mathews Cherian is an equity portfolio manager at Capital Group. He has 27 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and European semiconductor companies. Prior to joining Capital, Mathews was a senior equity analyst for Pangaea Capital in Boston. Before that, he was an equity analyst with David L. Babson and a strategy consultant with the Boston Consulting Group. He holds an MBA from Harvard Business School, and both a master’s degree in computer science and a bachelor’s degree in electrical science and engineering from Massachusetts Institute of Technology. Mathews is based in San Francisco.
Fund ManagerRichmond Wolf
Manager Start Date01/02/2020
Career Start Year1997
 
Biography
Richmond Wolf is an equity portfolio manager at Capital Group. As an equity investment analyst he covers U.S. medical technology companies. He has 26 years of investment experience and has been with Capital Group for 17 years. Prior to joining Capital, he was the assistant vice president for technology transfer at the California Institute of Technology and a cofounder of WebEventBroadcasting and Xen Golf. He holds a PhD from the California Institute of Technology, and a bachelor’s degree from Princeton University graduating cum laude. Richmond is based in Los Angeles.
Fund ManagerTomoko Fortune
Manager Start Date01/10/2020
Career Start Year1996
Education
Stanford University, M.B.A.
 
Biography
Tomoko Fortune is an equity portfolio manager at Capital Group. She has 27 years of investment industry experience and has been with Capital Group for three years. Prior to joining Capital, Tomoko worked as a managing partner at Criterion Capital Management. Before that, she was an associate at Goldman Sachs & Co. She holds an MBA from Stanford Graduate School of Business and a bachelor's degree in economics from Dartmouth College. Tomoko is based in San Francisco.
Fund ManagerReed Lowenstein
Manager Start Date01/10/2020
Career Start Year1998
 
Biography
Reed Lowenstein is a portfolio manager at Capital Group. He has 24 years of investment experience, all with Capital Group. Earlier in his career at Capital, he was an equity investment analyst with research responsibility for U.S. and European materials, electrical equipment, consumer durables & apparel, as well as European semiconductors, machinery and renewable energy companies. He holds a master’s degree from Stanford Graduate School of Business and a bachelor’s degree in drama from Tufts University, graduating magna cum laude and Phi Beta Kappa. Reed is based in New York.
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