Charles E. Ellwein

Partner at Capital Research & Management Co. (Global Investors)

Charles E. Ellwein

Charles E. Ellwein

Partner at Capital Research & Management Co. (Global Investors)

Overview
RelSci Relationships

473

Primary Location

San Francisco County

Number of Boards

1

Relationships
RelSci Relationships are individuals Charles E. Ellwein 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

Partner at Capital Research & Management Co. (Global Investors)

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

Board Vice President at Katherine Delmar Burke School

Relationship likelihood: Strong

Portfolio Manager at The Capital Group Companies, Inc.

Relationship likelihood: Strong

Fund Advisor at Capital Research & Management Co. (Global Investors)

Relationship likelihood: Strong

Paths to Charles E. Ellwein
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Charles E. Ellwein
Partner at Capital Research & Management Co. (Global Investors)
Family Members
Spouse
Board Vice President at Katherine Delmar Burke School

Katherine Delmar Burke School or Burke's, is an independent girls' school for kindergarten through eighth grade, located in the Sea Cliff neighborhood of San Francisco, California, USA, near Lincoln Park. Until 1975 it also included a high school. It was founded in 1908 by Katherine Delmar Burke and was named Miss Burke's School.

Education
B.Sc. in Electrical Engineering with Honors

Brown University is located in historic Providence, Rhode Island and was founded in 1764. It is the seventh-oldest college in the United States. Brown is an independent, coeducational Ivy League institution comprising undergraduate and graduate programs, plus the Alpert Medical School, School of Public Health, School of Engineering, and the School of Professional Studies.

MBA

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

Career History
Partner
Current

Capital World Global Investors (CWGI) is the investment adviser to the American Funds Group, a family of 30 funds marketed to individuals exclusively through financial advisers and other intermediaries. American Funds are also used as investment vehicles for 401ks, other retirement plans, variable annuities and 529 college savings plans. The funds have the following characteristics: (1) a long-term, value-oriented approach (2) long-established, global research (3) a multiple portfolio counselor system that combines teamwork with individual accountability (4) experienced, long-tenured investment professionals and (5) a commitment to low operating expenses, among the lowest in the fund industry.^CWGI uses a Multiple Portfolio Counselor System. The assets of each fund are divided into smaller, more manageable portions. Each portion is managed by a portfolio counselor who operates autonomously, investing his or her portion as though it were an entire fund (subject to fund objectives and overall guidelines). Research analysts typically manage a segment as well (usually about 20% of the fund's assets), bringing their expertise directly to bear on the fund's results. Portfolio counselors are free to make their own decisions. As a fund's assets grow, new counselors can be added.^Investment decisions are based on internal research. Equity research is comprehensive and bottom-up while at the same time constantly monitoring broader economic, political, currency and interest rate trends. Investment research is proprietary and used solely by CWGI portfolio managers.

Analyst
2007 - 2007

Capital Research & Management invests globally in equities and fixed-income securities. The firm also offers balanced investment strategies that are customized to meet each client's unique investment objectives and financial needs. The firm uses a multiple portfolio counselor system. Assets of each fund are divided into smaller, more manageable portions. Each portion is managed by a portfolio manager who operates autonomously, investing his or her portion as though it were an entire fund, subject to fund objectives and overall guidelines. Research analysts typically manage a segment as well (about 20% of the fund's assets). Investment decisions are based on internal research. Capital Research & Management's equity investment strategies are based on a comprehensive, bottom-up approach. In addition, the firm constantly monitors broader economic, political, currency and interest rate trends. Their fixed-income investment strategy takes a more top-down view of the factors impacting the markets. Core fixed-income portfolios are constructed based on duration, sector allocation and security selection.

Partner
Prior

Farallon Capital Management (FCM) seeks to achieve superior risk-adjusted returns through the use of fundamental, bottom-up analysis. The firm pursues a variety of investment strategies on an opportunistic basis including: credit investments, value investments, merger arbitrage, real estate-related investments and direct investments. Investments are evaluated independently on a fundamental basis. The firm invests globally with a focus on both developed and emerging markets. They make investments in public and private debt and equity securities, as well as direct investments in private companies and real estate. They place emphasis on the preservation of capital. In addition to risk management analytics, the firm manages risk mainly through rigorous research and analysis.

Boards & Committees
Member, Board of Directors
Current

S.H. Cowell Foundation engages in grantmaking services. It helps support supports communities where residents, service providers, educators and civic leaders work together to improve the quality of life for children and families. The company was founded by Henry Cowell in 1956 and is headquartered in San Francisco, CA.

Political Donations
$500
2004

Former Senator from South Dakota

$500
2001

Former Senator from Massachusetts

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