Mike Gitlin

person on 1 show · 10 statements across 1 episodes

Capital Allocators

On the record as a speaker too: Mike Gitlin across every show, appearances and statements → this page counts the times other people say the name.

10 statements about Mike Gitlin, every show

Excessive corporate governance serves as job justification and stifles employee ownership
“Most companies have way too much structure and governance and in some ways that becomes job justification and it doesn't allow people to have the ownership of their own plan.”
Mike Gitlin Jan 5, 2026 ▶ 54:19 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Capital Group cut its governance committees by 50% in recent years
“The number of committees that report to both of those oversight groups is Is down 50% in the last handful of years.”
Mike Gitlin Jan 5, 2026 ▶ 53:23 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Wealth allocations to private markets will reach mid- to high-single digits
“Over time, as you see the world of wealth, utilize the private markets and go from low single digit utilization to mid single digit and high single digits. It's going to be a case-by-case conversation with a financial advisor and a family.”
Mike Gitlin Jan 5, 2026 ▶ 50:12 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Institutional and wealth clients globally are shrinking their asset manager rosters
“What they have found, almost bar none in recent years, Is dealing with a multitude of asset management companies can be too noisy and hasn't necessarily generated better outcomes. So they are shrinking the number of partners they use. And when I say they, weal…”
Mike Gitlin Jan 5, 2026 ▶ 44:00 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Capital Group manages $3.2 trillion across fewer strategies than major competitors
“It's the reason why we'll have 3.2 trillion in a certain number of strategies that in all likelihood is less than all of our major competitors because that hurdle is so high.”
Mike Gitlin Jan 5, 2026 ▶ 42:21 Mike Gitlin – The Century of Capital Group (EP.479)
Launching and closing speculative funds is experimenting with clients' life savings
“There are some that will launch a multitude of strategies, and if it works great, and if not, they'll close them. That's a lot of trial and error on somebody's life savings. We don't want to do that.”
Mike Gitlin Jan 5, 2026 ▶ 41:27 Mike Gitlin – The Century of Capital Group (EP.479)
Capital Group's interview process can take six to twelve months
“It can take six to 12 months of the interview process to join Capital.”
Mike Gitlin Jan 5, 2026 ▶ 15:33 Mike Gitlin – The Century of Capital Group (EP.479)
Capital Group gives new analysts up to six months before investing
“Instead of saying, be productive tomorrow morning when you join and manage money, we say, take three to six months. Look at this specific industry. Get to know all the managements of this industry. Look at the history of the coverage of it from everyone who ha…”
Mike Gitlin Jan 5, 2026 ▶ 14:31 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Assertion Supported
Capital Group analysts directly manage client assets, not just rate stocks
“Everyone sees what everyone's doing, and the analysts manage money. They're not credit raters. They're not stock raters. They actually manage real client assets, which is different.”
Mike Gitlin Jan 5, 2026 ▶ 10:39 Mike Gitlin – The Century of Capital Group (EP.479)
CAPITAL ALLOCATORS Assertion Supported
Capital Group founder absorbed all losses until 1950s profitability
“Part of the secret of the Capital's success is he kept the entity a hundred percent owned by himself until it was profitable. He didn't want anyone else to share in any of the losses that would come in any calendar year. Only after in the fifties Capital Group…”
Mike Gitlin Jan 5, 2026 ▶ 9:26 Mike Gitlin – The Century of Capital Group (EP.479)

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