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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
La vidéo du moment
03-Jul-2023
Actions américaines - Comme d'habitude ?
Dans ce webinaire de 23 minutes, Rémi Adam, analyste-gérant et Francesco Manfredini, analyste, font un point sur la gestion du fonds Comgest Growth America.
Alexandre Narboni joined Comgest in 2009 and is an Analyst and Portfolio Manager specialising in Global equities. He is also a member of the Comgest Group's Investment Committee.
Alexandre is also responsible for developing and supervising Comgest’s Flex strategies, the firm's first investment strategies to employ hedging techniques with the objective of reducing volatility and drawdowns. He previously worked in the Group’s US equity team. Before joining Comgest, he worked in New York in asset-backed securities at Société Générale from 2005-2007 and then as a hedge fund credit Analyst at HSBC.
Alexandre graduated from the National School of Statistics and Economic Administration (ENSAE) in Paris and Columbia University in New York where he was awarded a Master’s degree in Financial Mathematics.
For the past 35 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 THINKING
RESEARCH & ANALYSIS ARE the cornerstone of OUR INVESTMENT PROCESS
Artificial Intelligence: with great power comes great responsibility
Digitalisation, cloud computing, and AI are driving global data centre expansion. Big tech companies need more computing power for their AI services, increasing data centre infrastructure and environmental impact. In this investment letter, Comgest ESG Analyst Liudmila Strakondonskaya emphasises the need for effective governance and decision-making to balance AI growth with ESG considerations.
Equities: Why Valuation Alone Won’t Drive Long-Term Success
Is a stock at 12x earnings really a bargain? Not necessarily. In this thought-provoking piece, Comgest CIO and Portfolio Manager Franz Weis challenges the conventional wisdom around valuation metrics. He explains why long-term success comes from quality growth and earnings visibility — not chasing cheap-looking stocks. Discover how avoiding the “value trap” is central to Comgest’s Quality Growth investment philosophy.
GLOBAL EQUITIES: AI’s gold rush: Unearthing the nuggets of Quality Growth
Over the past two years, the AI "Gold Rush" has led to the MSCI World Index becoming concentrated in just a handful of AI-related stocks. In this investment letter, Comgest’s Global Equity team explains why we typically focus on AI infrastructure companies with high barriers to entry and strong pricing power, while avoiding early-stage AI models and software due to intense competition and potential commoditisation.
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.
