You are visiting Luxembourg

If this is incorrect,

REGION

COUNTRY

INVESTOR PROFILE

WHITE PAPERS

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

SEEKING THE FOUNTAIN OF YOUTH : LINDY'S LAW & QUALITY GROWTH INVESTING

Although ageing is a fact of life for people, some quality companies have spanned decades, if not centuries, and remain in their prime — or even stronger. Comgest's Wolfgang Fickus highlights Lindy's Law, which explains why these "marathon runners" get better with age, and why they're the bedrock for the compounding benefit captured in our quality growth portfolios.

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, this White Paper attempts 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?

Comgest

IMPORTANT INFORMATION – PROFESSIONAL INVESTORS

The following section of the website is reserved for professional/qualified investors, as defined by the Markets in Financial Instruments Directive 2014/65/EU or as defined  in your jurisdiction. Access to this site requires you to read and accept the Terms of Use for this website (including the Privacy & Cookie policies). The following pages of the website may include information on Comgest funds. Documents available on this site must not be taken, transmitted or distributed (directly or indirectly) into any jurisdiction where the Funds are not authorised for distribution.

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.

By clicking "Accept", I confirm that I have read and accept the Terms of Use of this website (including the Privacy & Cookie policies) and that I am a Professional/Qualified investor as defined in my jurisdiction.

or