Professional

Jonathan Knowles is the founder and lead investor at Compound Equity Group (CEG). Jonathan has a passion for investing and spent 32 years investing in global equities at the Capital Group, where he was a Partner and managed $50 billion in assets across five of Capital's flagship global and international funds. He delivered exceptional investment results for his clients, growing assets in the global fund by more than 11 times over 19 years, achieving returns substantially ahead of inflation and the relevant global index. He also served as the Principal Investment Officer of the Small Company World Fund (SCWF), a mutual fund investing in small companies globally, and helped grow this fund to $74 billion— SCWF won the Lipper Award for best 10 year results in its category in 2013, 2014, 2015, 2016, 2017, and 2020.

In 2024, Jonathan retired from the Capital Group and founded CEG with a view to managing his family assets. His investment style is long-term and low turnover, with a strong emphasis on a business's defensive moat, growth potential, certainty, and incremental return on capital.

Education

Jonathan holds an undergraduate degree in Veterinary Science and a PhD in Immunovirology from Liverpool University, where he was a Welcome Foundation Research Scholar. He also earned an MBA from INSEAD.