IS IT POSSIBLE TO BEAT THE WORLD’S STRONGEST STOCK MARKET?

Our Comgest Growth America Fund is one of the few actively managed funds that have succeeded in outpacing the S&P 500 index. This concentrated Fund is comprised of carefully selected, Quality Growth companies that are predominantly headquartered or operating in the world's largest economy.

In the US market, success is contingent upon understanding that not all growth is created equal. Consequently, our portfolio management team focuses on seeking a range of small-, mid- and large-cap companies in a variety of sectors that are driving and benefiting from growth in the US economy. Given the fast-changing US market, our European perspective enables us to filter out the short-term hype and maintain a clear vision for our long-term investment strategy.

We cultivate long-term sustainable growth by seeking:

• All-weather performers: companies that provide critical services, such as healthcare and software

• Efficiency: “productivity enhancers”, i.e., companies offering better products at lower cost using fewer resources

• Resiliency: companies with 10% annualised total return, high visibility of growth and low volatility. As per the below chart, Morningstar ranks our fund’s risk-adjusted profile within the top 2% of our peer group

THE COMGEST EDGE

Our success comes from our unwavering commitment to quality. For over 35 years, our investment philosophy has remained the same – regardless of external factors such as geopolitics, election outcomes, monetary policy or inflation rates. We believe in our proven strategy of investing in long-term, Quality Growth companies. In our experience, this approach has consistently reduced volatility and fuelled the growth of our Comgest Growth America Fund.

From our headquarters in Paris, we analyse US equities through a European lens. For many American companies, their local market is not their main segment of business growth. Global markets, especially Europe, can often offer faster growing opportunities for US companies. Given its mature markets and a large consumer demographic, Europe is a natural first choice for companies with global ambitions.

Comgest’s investment team enjoys the advantage of being centrally headquartered in Paris, straddling time zones and the continental divide of the US and other global markets. We can collaborate in real time with global colleagues spanning the US, Europe and Asia. By operating outside the US, our team can filter out short-term market noise and maintain a steadfast focus on our long-term investment strategy on-the-ground in the US, Europe and Asia.