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POSTCARDS 

TRAVEL ALONG WITH OUR ANALYSTS & PORTFOLIO MANAGERS AS THEY VENTURE INTO THE FIELD

Postcard from America

Comgest's U.S. Investment Team presents a brief overview on human CapEx, using the food retail industry as an example. Human CapEx offers a non-financial ESG characteristic that we believe helps us to determine a company’s “quality”, as well as their risks and opportunities.

Postcard from Japan - 2020 Update

Six months into the new Imperial Era, Comgest’s Japan Team is taking stock.

Postcard from Brazil

During the past few months, members of the Comgest Emerging Markets Team travelled to Brazil, a country which has seen significant volatility in the past 30 years in both economic and financial market terms, culminating recently in the deepest recession the country has endured in over 100 years.

POSTCARD FROM JAPAN

May 2019 marked the dawning of the new "Reiwa" era in Japan - signifying a generational shift that echos the country's economic transformation over the last seven years.

Postcard from India

Members of Comgest’s team combined the two commercial cities of Bengaluru and Mumbai during a recent research trip, which in our view reinforced the general enthusiasm held by foreign investors – that things in India are progressing.

POSTCARD FROM South Africa

Members of the Comgest team recently spent 10 days traversing South Africa to catch up with existing portfolio holdings and meet their competitors, suppliers and customers; but also to investigate new potential holdings and more broadly gather a sense of the operating environment, corporate sentiment and better assess the expectations of the investment community.

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