VIDEOS
STRATEGY UPDATES
EUROPE EQUITIES - 2025 YTD REVIEW AND OUTLOOK
Mark Schumann, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for the current year and our investment outlook.
Introducing the Comgest Growth America ESG Plus Fund
In this video, Portfolio Manager Louis Citroen and ESG Analyst Liudmila Strakodonskaya present the Comgest Growth America ESG Plus Fund, which is fully aligned with the European Securities and Markets Authority’s (ESMA) latest guidelines on ESG fund naming.
ESG as a Quality Growth driver in the US
Liudmilla Strakodonskaya, ESG Analyst for US Equities, emphasizes governance as key in the US market due to regulatory complexities, talks about long-term performance drivers and which environmental impact AI has in terms of Quality Growth.
SEEKING THE FOUNTAIN OF YOUTH : LINDY'S LAW & QUALITY GROWTH INVESTING
Although ageing is a fact of life for people, some quality companies have spanned decades, if not centuries, and remain in their prime — or even stronger. Comgest's Wolfgang Fickus highlights Lindy's Law, which explains why these "marathon runners" get better with age, and why they're the bedrock for the compounding benefit captured in our quality growth portfolios.