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Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #CapGroupGlobal Topics 00:00 Introduction 00:42 Why did you join Capital Group? 03:31 Office scavenger hunt 05:23 The beginning of Carl as an investor 8:00 Consumer products – Generics vs. branded products 10:09 How do you mentor analysts 13:39 Mistakes and how to overcome them 17:58 Carl’s differentiation as an investor 19:26 Carl’s view on investing today 24:30 Is the market broadening? 27:49 Career mentors 29:56 Obsessively grateful moment #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit https://www.capitalgroup.com for Capital Group insights. For full disclosures go to https://www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: https://www.capitalgroup.com Join us: https://www.capitalgroup.com/about-us/careers.html To stay informed follow us on LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Capital Client Group, Inc. This content is published by Capital Client Group, Inc. Copyrighted to Capital Group and affiliates. © 2025 Capital Group. All rights reserved.

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