At Comgest, we see the parallels between surfing and our own quality growth investment approach. Just as experienced surfers may wait hours before paddling out into the water and selecting a wave, we typically conduct years of fundamental research to determine whether a company meets our quality growth criteria. Liudmila Strakodonskaya, ESG Analyst, and Xing Xu, ESG Analyst / Portfolio Manager, detail how environmental, social and governance (ESG) factors fit into our research, investment selection and portfolio management process, spanning from India to the United States.

Financial metrics are crucial for evaluating a company’s value, but they don’t tell the whole story, writes ESG Analyst/Portfolio Manager Petra Daroczi. Human capital – the knowledge and skills people acquire throughout their lives – can be a significant competitive advantage, much like traditional capital expenditures on goods and services.

Based in the Land of the Rising Sun, Portfolio Manager Richard Kaye dives into the value versus growth debate in our latest investment letter on Japan. He highlights that while so-called value stocks have benefitted from higher inflation and interest rates, Comgest’s consistent, long-term growth style is designed to thrive beyond these temporary market shifts. From our perspective, quality growth companies are better positioned for long-term success.

US equity investors all suffer from information overload. The growing number of companies they can invest in grows every year, each vying for capital and with many promising to be the next big thing. In the fast-changing US market, discover why we choose to pass by the short-term hype and focus on our long-term investment strategy.