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‘We’re thinking about what AI is going to destroy just as much as what it’s going to create’: Jonathan Knowles of Compound Equity Group
Former Capital Group manager talks about his new fund, why he doesn’t feel the need for wide ‘coverage’ and why he’s looking at $3 bn to $5 bn companies as his sweet spot Compound Equity Group (CEG) was founded in 2024 and seeks high-conviction, long-term ideas in global equities. The founder and portfolio manager in charge, Jonathan Knowles, spent more than30 years managing money at Capital Group. At his time of retirement in December 2024, he was in charge of some $50 bn in
Jonathan Knowles
Jul 148 min read
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