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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.
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.
Louis Citroen y Justin Streeter, analistas y gestores de cartera de renta variable de EE. UU., revelan qué le da a Comgest la ventaja para encontrar los valores de calidad que impulsan nuestra estrategia en EE. UU. (6 minutos).
US Equities Analysts and Portfolio Managers Louis Citröen and Justin Streeter reveal what gives Comgest the edge in finding the quality performers that drive our US strategy. (6 mins.)