Comgest, a global asset management group with a single focus on equities, is 100%-owned by employees and founders. This broad partnership – of over 35 years – drives an unconstrained, quality growth and responsible investment approach that is applied to both developed and emerging markets. With headquarters in Paris and offices across Europe, Asia-Pacific and North America, Comgest serves investors around the world who share our long-term investment horizon. With more than 200 employees of 30 different nationalities, Comgest serves a diverse global client base and manages assets of over US$32.3 billion (as of 31 December 2023).

In this 30-minute webinar, Portfolio Manager Laure Négiar discusses the importance of diversification, especially in market conditions that tend to favour a small percentage of US large cap stocks. 
 
Laure also provides a review of the Comgest Global Equity portfolio's performance and discusses how our strategy offers investors exposure to leading quality growth companies both inside and outside of the tech/AI sectors. This enables the team to build resilient portfolios that deliver sustainable, long-term earnings growth, leveraging the breadth and depth of our global research platform.

Global Equities: Is the Market too Concentrated? Exploring Opportunities Beyond the Top Stocks

In this webinar Portfolio Manager Richard Kaye discuss his views of the market environment and outlook. He will also provide a review of the funds performance and current portfolio positioning.

Japan Equities -  Is Japan Growth entering a new golden area?

Anleger blicken gespannt auf die US-Wahlen im November 2024. Klar ist, dass das Wahlergebnis auch Auswirkungen an den Börsen haben wird. Nach wie vor gilt die USA als der stärkste Aktienmarkt der Welt. Die wenigsten aktiv gemangten Fonds schaffen es, den S&P 500 zu schlagen. Zu diesen Top US-Aktienfonds, die den Index outperformen, gehört der Comgest Growth America Fonds. Wie er das schafft und worauf das Portfoliomanagement besonderen Wert legt, erklärt Ihnen unser Portfoliomanager Rémi Adam.

WIE SCHLÄGT MAN DEN STÄRKSTEN AKTIENMARKT DER WELT?

In this 30-minute webinar, Portfolio Managers James Hanford and Pierre Lamelin discuss how some of Europe’s corporate leaders have navigated uncertainty and sustained their growth over the long run. They will also provide a review of Comgest Growth Europe fund's performance and current portfolio positioning.

Europe Equities - Giant steps for Europe

Wir leben in einem Zeitalter der Disruption. Geopolitik und das Aufkommen neuer Technologien, wie künstliche Intelligenz, verändern die Weltwirtschaft. Wie europäische Unternehmen trotz dieser Dynamik weiter wachsen können, erklären Ihnen die Portfoliomanager James Hanford und Pierre Lamelin im Webinar. Auch die Performance des Fonds Comgest Growth Europe Compounders und dessen aktuelle Positionierung werden vorgestellt.

Webinar Comgest Growth Europe Compounders (25.4.2024) - deutsche Fassung

Eva Fornadi and Denis Callioni, analysts-PMs will provide an update on Comgest Growth Europe Opportunities and Comgest Growth Europe Smaller Companies

Europe Equities - Small is beautiful?

Is it possible to beat the world's strongest market? Are the "Magnificent Seven" indispensable for success in the US market? What about AI-related businesses? In this interview, US Equities Analyst and Portfolio Manager Justin Streeter provides insights into Comgest's approach to investing in the US market (7 mins).

US Equities - Q&A with Justin Streeter

We’re living in an age of disruption. Geopolitics and the emergence of new technologies – like artificial intelligence – are reshaping the global economy. Despite these fast-changing dynamics, European markets beat expectations and rebounded strongly last year.


Join Portfolio Managers James Hanford and Pierre Lamelin for a live webinar examining what types of European businesses are likely to thrive in uncertain times. They will also provide a review of Comgest Growth Europe Compounders fund performance and current portfolio positioning.

Europe Equities - What doesn't change in a fast-changing world?

Lindy's Law states that the older a non-perishable item is, the longer it is likely to survive into the future. Hear why we believe at Comgest that investors should take note. With age comes wisdom, but how do companies continue to remain relevant and continue to achieve growth? Investors must be selective when applying this principle with a genuine quality lens. Time can work in your favour to compound the benefits of durable growth and elevate an investment from ‘good’ to ‘great’. This is the philosophy behind Comgest Europe Compounders Equity Strategy.

When it comes to identifying companies that meet our definition of a ‘compounder’, we look for the marathon runners. These companies can see beyond immediate challenges and focus on the long term. It’s not about quick wins, it’s about making smart, strategic decisions that position them for success now and into the future.

They tend to have long track records, but that in isolation does not mean they warrant the name ‘compounder’. Innovation, strong and expanding moats and visibility over where future growth is going to emanate are equally important.

Europe, where the majority of our holdings are headquartered while operating worldwide, is home to a relatively high number of companies that appear to have all the makings of a compounder. In this webinar, Alistair Wittet, Comgest portfolio manager, will discuss how the Comgest team separates the wheat from the chaff and harnesses the power of time and quality to deliver returns for long-term investors.

Comgest & IPE - How to capture the true power of Compounding

Watch our 30-minute webinar in which Louis Citroën and Justin Streeter share insights into Comgest's investments in productivity champions and provide a review of Comgest Growth America fund performance and current portfolio positioning.

US Equities - Winner takes all?

Jasmine Kang, Hong Kong-based Analyst & Portfolio Manager, provides an update on the management of the Comgest Growth China fund.

Chinese Equities - A Chinese point of view

Portfolio Manager Alexandre Narboni shares his views of the market environment and outlook in our 35-minute webinar. He also provides a review of the strategy's performance and current portfolio positioning.

Comgest - Global Equities webinar

Die Analysten und Portfoliomanager für US-Aktien, Louis Citroen und Justin Streeter, verraten, was Comgest auf der Suche nach Qualitätsperformern, die unsere US-Strategie vorantreiben, einen Vorteil verschafft. (6 Minuten)

Qualitätswachstum in den usa mit besonderen vorzügen

Join our live webinar with co-head of Japan Equity Strategy Richard Kaye who will provide a review of the Comgest Growth Japan fund's performance and portfolio positioning and be sharing his view on Japan's recent developments:
- Japan is the last hold-out of Value, despite low inflation, and we believe this is a market distortion that will be corrected
- Comgest holds to its belief in strong and misunderstood companies and expects capital to return to these companies when the market distortion is over
- 'Affordable and changing’ companies: Japan’s indispensable role in technology and medical diagnosis and the growth of Asia are major opportunities

Comgest - Japan Equities - Dawn breaks in the East

How does a company keep growing for 100 years – or more? Portfolio Managers James Hanford & Alistair Wittet address this question as they share insights on Comgest’s investments in European “marathon runners”. They also discuss the market outlook, the impact of AI, and a review of Comgest Growth Europe's performance and portfolio positioning. (30 min followed by Q&A)

Comgest - Europe Equities - Older, Better, Faster, Stronger

– Exposure that reflects the future, not the past –

The US has dominated many global funds and indices for close to a decade, and yet the opportunity set for a global investor has evolved considerably - most obviously in Asia. Have global funds kept up?

With on-the ground research teams and three decades of experience in global stock picking, Comgest’s global strategy is navigating 2021 and beyond with over 40% exposure to Emerging Markets and Japan, as a result of the team’s bottom-up selection process. How can sustainable quality growth investors benefit from these regions whilst maintaining strong ESG credentials? Why have investors long underestimated Japan? Portfolio Manager Laure Négiar will discuss these themes in light of Comgest’s strategy, a portfolio positioned for the future, not the past.

How Global is your Global Equity Fund?

This could be Japan’s decade. After twenty years as a Cinderella market, Japan is being rediscovered by its own investors and foreigners as a platform to invest in Asia, and for the changes the country is going through. The iPhone, the Electric Vehicle, renewable energy, are just some global themes which have allowed Japanese equity active funds quietly to outperform even the S&P 500 over several years. Comgest’s long presence in Japan and work with local investors has given us a framework to identify the small sub-set of listed companies that best represent the quality, long-term growth opportunities of this broad, deep and unknown market.

Japan equity strategy: As the world reopens, the rediscovery of Japan continues

Quality US Growth with a secret advantage

Quality US Growth with a secret advantage

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