Japan is in the process of being rediscovered by both domestic and international asset allocators. Richard Kaye, Analyst & Portfolio Manager, reviews some of the misperceptions around what he believes is a fascinating market and explains why Japan’s ESG potential is part of an exciting story and should not be underestimated.

Lesen Sie hier, warum wir überzeugt sind, dass die Portfolios von Comgest gut aufgestellt sind, um von den aktuellen Entwicklungen zu profitieren.

Comgest's ESG Team discusses how they use their ESG integration approach to identify those fast fashion industry leaders squaring up to the environmental and social risks facing the textile industry.

Wolfgang Fickus discusses why relying on the “small size effect”, i.e. that small stocks tend to outperform large stocks based on stronger earnings growth over time, is not sufficient when managing a European Mid Caps portfolio.

Analyst/Portfolio Manager Richard Kaye focuses on Japan's legacy of large family-run businesses. In our view, these companies focus on capital discipline with a long-term mindset. They speak the language of the shareholders because they are run by a major shareholder. They are the original ‘ESG’ plays before ESG existed.

Comgest CEO, as well as Analyst & Portfolio Manager, Arnaud Cosserat discusses how long-term investors need to see beyond the smoke screens and communication barriers thrown up by some companies.