U.S. Equities
Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar’s top female fund managers of 2024,* Winnie discusses her investment edge, what she learned from the Asian financial crisis and how she applied those lessons years later in the global financial crisis. She also shares her thoughts on investment themes driving the rapid growth of emerging markets.
*Source: Morningstar. As of March 6, 2024. Morningstar named 30 female lead portfolio managers and teams of female managers whose funds have earned notable Morningstar ratings in the U.S.
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