Mike Gitlin: Inside Capital Group’s Philosophy, Ownership Model and Long-Term Edge

In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world’s largest investment managers. They discuss Capital Group’s distinctive investment model, its long-term philosophy, and the firm’s unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today’s market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization.

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

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