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Comgest is an independent, international asset management group which, since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style.
Comgest serves investors who share its long-term investment horizon around the world
US Equities through a European Lens
For the past 35 years, we have relentlessly focused on a single objective of delivering growth portfolios to our investors
OUR PARTNERSHIP APPROACH DRIVES OUR INVESTMENT STYLE: DURABLE, UNCONSTRAINED & RESPONSIBLE
Investment STRATEGY
We are selective and disciplined, focused on sustainable, long-term growth.
Our ValueS
Comgest's foundations are built on our enduring partnership culture. We believe having skin in the game aligns our interests, responsibilities, risks and rewards with those of our clients.
ESG
Environmental, social and governance criteria are integrated into our bottom-up analysis and our investment process.
OUR THINKING
RESEARCH & ANALYSIS ARE the cornerstone of OUR INVESTMENT PROCESS
Artificial Intelligence: with great power comes great responsibility
Digitalisation, cloud computing, and AI are driving global data centre expansion. Big tech companies need more computing power for their AI services, increasing data centre infrastructure and environmental impact. In this investment letter, Comgest ESG Analyst Liudmila Strakondonskaya emphasises the need for effective governance and decision-making to balance AI growth with ESG considerations.
Asia ex Japan: Navigating the Renewables Route
"The Long & Winding Road", the Beatles' 1969 anthem, seems appropriate for a world that has long been seeking ways to address environmental protections and preservation. Public excitement about carbon neutrality seems to have waned in the years since COP26, the 2021 United Nations’ summit on climate change. The reality, though, is that renewables are becoming more prevalent, less pricey and more prominent – positioning many countries on a path towards steadily declining emissions.
US Equities: Does the 'Winner Take All' in the US Market?
Discover what's happening in the US market beyond the spotlight of the Magnificent 7. These big tech companies may dominate their respective industries, but the US market is not entirely devoid of opportunities for new entrants. The key lies in understanding that not all growth is created equal. Success is not just about entering the market, but about continuously evolving to meet the changing needs of consumers.
Our comgest
Our Team
We think, act and invest globally
An independent group with a single focus on equities.
OUR FUNDS
QUALITY GROWTH, UNCONSTRAINED
We remain focused on a concentrated number of quality growth companies.
