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Comgest is an independent, international asset management group which, since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style.
Comgest serves investors who share its long-term investment horizon around the world
Interview
07-May-2025
What gives Comgest its edge in Japanese equities?
Richard Kaye, Portfolio Manager, Japanese Equities, discusses why investors should consider an allocation to Japan, why tariff impacts seem a low risk and what gives Comgest its edge in investing in Japan.
Richard Kaye joined Comgest in 2009 and is an Analyst and Portfolio Manager specialising in Japanese equities. He is also a member of the Comgest Group's Investment Committee.
With a wealth of on-the-ground experience in Japan, Richard became co-lead of Comgest’s Japan equity strategy upon joining the Group. He started his career in 1994 as an Analyst with the Industrial Bank of Japan and then joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks.
Richard graduated from Oxford University (UK) where he majored in Oriental Studies.
For the past 40 years, we have relentlessly focused on a single objective of delivering growth portfolios to our investors
OUR PARTNERSHIP APPROACH DRIVES OUR INVESTMENT STYLE: DURABLE, UNCONSTRAINED & RESPONSIBLE
Investment STRATEGY
We are selective and disciplined, focused on sustainable, long-term growth.
Our ValueS
Comgest's foundations are built on our enduring partnership culture. We believe having skin in the game aligns our interests, responsibilities, risks and rewards with those of our clients.
ESG
Environmental, social and governance criteria are integrated into our bottom-up analysis and our investment process.
Our comgest
Our Team
We think, act and invest globally
An independent group with a single focus on equities.
OUR FUNDS
QUALITY GROWTH, UNCONSTRAINED
We remain focused on a concentrated number of quality growth companies.
