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Analyst & Portfolio Manager Bhuvnesh Singh talks about India’s economic growth businesses, highlighting the importance of strong earnings growth, diversification and ESG factors to manage portfolio risks.
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.
In this webinar, Portfolio Manager Richard Kaye will discuss his views of the market environment and outlook. He will also provide a review of the fund's performance and current portfolio positioning.
How has our Comgest Growth Europe fund performed amid the shifting market dynamics in 2024? In this nine-minute webcast, Product Specialist Wolfgang Fickus takes you behind the numbers, offering a performance update and insights into the opportunities and challenges shaping 2025.
In this video, Portfolio Manager Louis Citroën explores the intricacies of the US economy and highlights its attractiveness for investors. He illustrates how our portfolio aims to achieve long-term growth by focusing on quality growth companies that tend to thrive regardless of market cycles, trends or geopolitical developments.
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.