Profile
Mr. Alan N.
Berro, CFA MBA, is a Portfolio Manager at Capital Research & Management Co. He has over 38 years of investment experience and has been with Capital Group for 33 years & he also serves on the Portfolio Oversight Committee.
Earlier in his career, as an Equity Investment Analyst at Capital, he covered U.S.
utilities, capital goods and machinery companies.
Before joining Capital, Mr. Berro was a Portfolio Manager and Utilities Analyst for Fidelity Management and Research Company in Boston.
He also worked as an auditor for Price Waterhouse in Los Angeles.
He holds an MBA from Harvard Business School and a bachelor’s degree in Economics from the University of California, Los Angeles graduating magna cum laude.
He also holds the Certified Public Accountant and Chartered Financial Analyst designations and is a member of the Los Angeles Society of Financial Analysts.
Alan Nathan Berro active positions
| Companies | Position | Start |
|---|---|---|
Capital Research & Management Co. (World Investors)
Capital Research & Management Co. (World Investors) Investment ManagersFinance CWI employs a long-term, value-oriented global investment approach and a multiple portfolio manager system that combines teamwork and individual accountability. The firm utilizes fundamental research to gather in-depth information on markets and companies around the world. They also employ a security-by-security approach to portfolio construction and emphasize long-term investments. They offer a wide variety of equity, fixed-income and balanced investment strategies. Their strategies are categorized as global, multi-regional and regional investment strategies. | Portfolio Manager-Equities | 1991-03-31 |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Portfolio Manager-Equities | 2018-12-31 |
Former positions of Alan Nathan Berro
| Companies | Position | End |
|---|---|---|
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Corporate Officer/Principal | - |
Training of Alan Nathan Berro
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Capital Research & Management Co.
Capital Research & Management Co. Investment ManagersFinance CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks. | Finance |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Research & Management Co. (World Investors)
Capital Research & Management Co. (World Investors) Investment ManagersFinance CWI employs a long-term, value-oriented global investment approach and a multiple portfolio manager system that combines teamwork and individual accountability. The firm utilizes fundamental research to gather in-depth information on markets and companies around the world. They also employ a security-by-security approach to portfolio construction and emphasize long-term investments. They offer a wide variety of equity, fixed-income and balanced investment strategies. Their strategies are categorized as global, multi-regional and regional investment strategies. | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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