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WHITE PAPERS
DISCOVER THE INs AND OUTs OF COMGEST's APPROACH TO INVESTING
How marathon runners can go the distance
A company's journey to becoming a "marathon runner" is often driven by its unique strengths rather than its sector or region. Comgest's analysts identify the distinguishing factors of marathon runners through extensive research. In this paper, Wolfgang Fickus, Product Specialist for Europe Equities, explains how companies with traits like strong free cash generation, smart capital allocation, diversification, global reach, crisis resilience, and a unique corporate culture can achieve marathon runner status and sustain growth for generations.
EN BUSCA DE LA FUENTE DE LA JUVENTUD: LA LEY DE LINDY Y LA INVERSIÓN EN CRECIMIENTO DE CALIDAD
El proceso natural del envejecimiento está tan arraigado en nuestra forma de pensar que tendemos a creer que todo envejece. La Ley de Lindy describe cómo algunas empresas se comportan un poco como el buen vino, mejoran y se vuelven más longevas a medida que envejecen. Para Comgest, esta ley describe de manera efectiva el ciclo de vida de las empresas “que corren maratones” en las que invertimos.
DIVERSITY: THE FUEL THAT POWERS AN INCLUSIVE ENGINE
Are diversity and inclusion (D&I) simply buzzwords? What does it mean to be a “diverse” asset manager? How is D&I relevant for investors? Is it possible to produce both an authentic positive impact and return?
Managing Portfolio Risk and Return: Aiming to Avoid A Knockout
The ultimate litmus test for any portfolio risk management is a crisis. If the industry's standard risk tools fail, what’s left? Is it even possible for a portfolio manager to get a grip on risk?
WHAT’S NOT GOING TO CHANGE: BUSINESS MODEL STABILITY IN AN AGE OF DISRUPTION
People have been making horrible predictions about change for as long as people have been making predictions. For investors and markets this is extremely important, because stock prices reflect a set of beliefs about future events, discounted back to the present. If we can’t predict the Next Big Thing, how can we know where to invest?
WHEN GROWTH STALLS: ANTICIPATING A GROWTH INVESTOR'S GREATEST CHALLENGE
Growth stocks naturally tend to command premium valuations to reflect their attractive earnings profile. While growth lasts, all is well. Any unexpected halt, however, can be painful as investor expectations are reset. Using Tesco as an example, this White Paper attempts to demonstrate how long-term investors can spot a future stall in order to sell out in time.
