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DISCOVER THE INs AND OUTs OF COMGEST's APPROACH TO INVESTING 

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, we attempt to demonstrate how long-term investors can spot a future stall in order to sell out in time.

THE QUALITIES OF “QUALITY” AND THE USE OF ESG IN INVESTING

What is quality at its core? What ESG methods are there to measure it? Is “quality" simply in the eyes of the beholder?

THE FAIR-VALUE FOLLY: THE DANGER OF VALUATION-CENTRIC PORTFOLIO CONSTRUCTION

As ‘quality-growth’ investors we apply a long-term-oriented investment approach, which relies on companies’ fundamental value creation, i.e., earnings development, as the determinant share-price driver.

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