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STRATEGY UPDATES

Japan’s hidden quality: Compelling long-term business models beyond the yen and interest rates

Japan is the second-largest market in the MSCI World and is still often underestimated. In the webinar, Richard Kaye, Portfolio Manager at Comgest, examines the common reservations and shows where he sees opportunities for Quality Growth investors.

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US Equities - Q3 2026 Review and Outlook

Francesco Manfredini, Analyst / Portfolio Manager, provides an update on Comgest Growth America for the third quarter of 2026 and our investment outlook.

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GLOBAL EMERGING MARKETS EQUITIES - Q3 2026 REVIEW AND OUTLOOK

Abla Bellakhdar, Analyst / Portfolio Manager, provides an update on the Global Emerging Markets Equity Strategy for the third quarter of 2026 and our investment outlook.

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EUROPE EQUITIES – Q3 2026 REVIEW AND OUTLOOK

Denis Callioni, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for the third quarter of 2026 and our investment outlook.

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GLOBAL EQUITIES – Q3 2026 REVIEW AND OUTLOOK

Matthias Eifert, Analyst / Portfolio Manager, provides an update on the Comgest Global Equity strategy for the third quarter of 2026 and our investment outlook.

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What does Comgest’s Quality Growth approach look like in emerging markets?

Nick Payne, Portfolio Manager, takes us inside Comgest’s investment philosophy and process, from the three pillars that define a quality business to the approach to risk, opportunity and the discipline of staying invested.

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Like many companies, we have seen an increase in fraud attempts that misuse Comgest's name, branding and contact details, including fake domain names to mislead recipients and, in some cases, impersonation of former employees via messaging apps. Learn more.
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