How Global is your Global Equity Fund?

Presented by

Laure Négiar - Portfolio Manager, Comgest | Brendan Maton, IPE

About this talk

– 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.

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