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INVESTOR PROFILE

Investment approach

Our Investment Strategy

PORTFOLIOS FOR SUSTAINABLE
LONG-TERM GROWTH

Comgest is an independent equity-focused asset manager with a quality growth investment approach that has guided our portfolios consistently for over three decades. We invest for the long term and are unconstrained by benchmarks, geographies and sectors, which allows us to focus on bottom-up stock selection driven by fundamental research. We seek to invest in companies with durable competitive advantages and to construct portfolios that can deliver sustainable, double-digit aggregated earnings per share growth over a five-year investment horizon.

INVESTMENT PHILOSOPHY

For over 35 years, we have steadfastly applied our investing philosophy founded on the belief that stock prices are ultimately driven by growth in earnings per share. We believe that over the long term , a “quality" business that incorporates environmental, social and governance (ESG) factors is better able to maintain or strengthen its competitive advantages, enabling it to consistently compound its growth in earnings.

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INVESTMENT PROCESS

Our Investment team members are first and foremost analysts, as well as portfolio managers and shareholders. The team forms comprehensive views of select companies, aiming for a thorough understanding of their trajectory of earnings growth and the drivers of that growth. We invest only when valuation is deemed attractive – sometimes waiting years. We strive to balance earnings growth, visibility and valuation to construct concentrated portfolios of around 25-50 stocks.

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STEWARDSHIP

As stewards of capital, we seek to preserve and enhance our clients’ long-term interests by investing in companies that we believe will deliver sustainable financial returns. Responsibility is built into our investment approach through our analysis of traditional financial metrics alongside environmental, social and governance factors, which are essential to our valuation of a company. Our own enduring partnership culture motivates us to think about a company’s strategic intent, durability and its impact on all stakeholders. We believe this integrated investment strategy is a key factor in creating sustainable value and inspiring investor confidence.

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Comgest

Important Information - Professional Investors

Please read the following carefully before proceeding. This website is only available to Institutional Professional Investors and / or Corporate Professional Investors.

Please note that you must TICK the box below certifying that you are an Institutional Professional Investor or a Corporate Professional Investor before you can click [ACCEPT]:

  • an Institutional Professional Investor (e.g. a regulated investment adviser / bank / fund or government etc.) which falls under paragraphs (a) to (i) of the definition of “professional investor” in section 1 of Part I of Schedule 1 of the Hong Kong Securities and Futures Ordinance (Cap. 571 of the Laws of Hong Kong) (the “SFO”)) (“Institutional Professional Investor”) and by clicking the [ACCEPT] button at the end of this page you are consenting to be bounded by all the terms set out herein; or,
  • a Corporate Professional Investor (i.e. a corporation (or an investment holding company owned by a combination of any types of “professional investors”) / partnership which has an investment portfolio of not less than HK$8 million or a corporation (or an investment holding company owned by a combination of any types of “professional investors”) / partnership / trust which has total assets of not less than HK$40 million) which falls under paragraph (j) of the definition of “professional investor” in section 1 of Part I of Schedule 1 of the SFO and section 3(a), (c) and (d) of the Securities and Futures (Professional Investor) Rules (Cap. 571D of the Laws of Hong Kong) (“Corporate Professional Investor”), and by clicking the [ACCEPT] button at the end of this page, you are consenting to be bounded by all the terms set out herein.

You are now proceeding to a website which is intended only for those investors who qualify as Institutional Professional Investors or Corporate Professional Investors. In addition, the website is not directed to any person in any jurisdiction where the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply or persons other than those specified above must not access this website. By proceeding, you are deemed to be representing and warranting that you are an Institutional Professional Investor or a Corporate Professional Investor.

The website may contain information on investment products that are not authorized by the Securities and Futures Commission for sale to the public in Hong Kong and may only be viewed by Hong Kong investors who are Institutional Professional Investors or Corporate Professional Investors. Any product documents and information contained herein are intended for Institutional Professional Investors or Corporate Professional Investors only. They are for reference only and for those persons or entities in any jurisdiction or country where the information in this document and use thereof is not contrary to local law or regulation. They are only for the intended recipients and shall not be reproduced in any form or transmitted to any other third parties.

Investment involves risks. Past performance is not necessarily a guide to future performance. The value of investments and the income from them may go down as well as up.

Please note that www.comgest.com is the Comgest group’s only official website and it has not been reviewed or approved by the Securities and Futures Commission in Hong Kong. This site is not intended for citizens or residents of the United States of America or for any “U.S. Person” as this term is defined in SEC Regulation S under the U.S. Securities Act of 1933.

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