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Interview with Wesley Phoa of Capital Group

Wesley K. Phoa

Management of multi-asset portfolios that deliver over the long term on designated investor goals, such as capital appreciation, income, preservation, or even a combination thereof, is a nuanced process. Portfolio managers balance multiple technical disciplines amidst a backdrop of constant change in investing environments. In this interview with the Journal of Portfolio Management, Capital Group solutions portfolio manager Wesley Phoa opines on key elements of steering multi-asset portfolios across a range of investors goals and reflects on how his own background and team collaboration make him a stronger investor.

KEY TAKEAWAYS

  • Multi-faceted components underpin the management of multi-asset portfolios that deliver on long-term investor goals.
  • Decomposing risks and devising appropriate responses buffer portfolios against changing markets and macro environments.
  • A diverse team of managers with unique backgrounds can add perspective and experience to complement technical frameworks.

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WKP

Wesley Phoa is a solutions portfolio manager with 32 years of industry experience (as of 12/31/2024). He holds a PhD in pure mathematics from Trinity College at the University of Cambridge and a bachelor’s degree with honors from the Australian National University.

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