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).

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

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

Quality US Growth with a secret advantage

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

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

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