How to Capture the True Power of Compounding

Presented by

Alistair Wittet - Portfolio Manager - Europe Equities, Comgest | Brendan Maton (Moderator)

About this talk

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.
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