Capital: The Story of Long-Term Investment Excellence Summary

The SQUEEZE: The Capital Group is an investment management organization, one of the largest in the world. Little is known about the company because it shuns publicity, until now. Charles D. Ellis takes you into the world of the company in his book “Capital: The Story of Long-Term Investment Excellence.” Capital Group is an elite, private firm that specializes in providing structural investment solutions. In the book, Ellis explores the corporate culture, lays out the company’s long-term investment strategies, and recommends the company as an investment manager. Ellis reveals much about the initial founding of the company, its techniques for mutual fund distribution, and its ideas surrounding global investing. Ellis includes the managerial beliefs and the company’s current statement of corporate objectives as core documents for reference. “Capital” is an informative read for the novice and seasoned investor.

Notable Endorsement: "Packed with entertaining anecdotes and pearls of wisdom (don't neglect the footnotes!), Capital takes us on an intimate tour of a premier investment management firm. Another classic by Charley Ellis."—Jack R. Meyer, former president and CEO, Harvard Management Company

Common Q’s Answered by this Book:

  • What is Capital Group?
  • What is Mutual Fund Distribution?
  • What is the Multiple-Counselor System?
  • What was Capital Group’s largest acquisition? How did it begin?
  • What are the basic managerial beliefs?


About the Author: Charles D. Ellis is a recognized expert on the subject of investment management. Ellis served as managing partner for Greenwich Associates for thirty years; the organization offers strategy consultant solutions to the investment industry. Ellis has taught investment management courses at both the Yale School of Management and the Harvard Business School. Ellis also served as chair of the CFA Institute. His current activities include serving as Director of Vanguard, advising investment institutions, and chairing investment committees. Ellis completed an MBA at Harvard Business School and a Ph.D. at New York University. For more information, visit:


Book Vitals:

Publisher: Wiley (September 2005)

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