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Comgest is an independent, international asset management group which, since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style.
Louis Citroën joined Comgest in 2019 and is an Analyst and Portfolio Manager specialising in US equities.
Louis co-leads the management of the US Equity strategy and contributes strongly to idea generation, researching US companies across a broad range of sectors. Prior to joining Comgest, he was an Equity Analyst covering telecoms and media stocks at Arete Research in London for five years. Louis previously worked from 2011 as a Small Cap Equity Analyst at Financière de l’Echiquier and began his career in 2009 as a management consultant at Oliver Wyman in Paris.
He holds a Master’s degree in Management from ESCP Business School (France, UK, Germany) and is a CFA® charterholder.
We are selective and disciplined, focused on sustainable, long-term growth.
Comgest's foundations are built on our enduring partnership culture. We believe having skin in the game aligns our interests, responsibilities, risks and rewards with those of our clients.
Environmental, social and governance criteria are integrated into our bottom-up analysis and our investment process.
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.
As soon as the Chinese government announced the end of their strict Covid-zero policy, our Comgest China Investment Team hit the road to visit local Chinese companies that have been on our Quality Growth radar.
With high inflation being compounded by the fastest rise in interest rates in nearly 40 years, capital markets have changed radically over the past year. Growth stocks have been particularly vulnerable as the market deteriorated. As a quality growth investor this has also hurt Comgest’s portfolios. Despite these headwinds, many of Comgest’s portfolio companies have been able to raise prices without a loss in demand or profitability, thus shielding shareholders from inflation.
We think, act and invest globally
An independent group with a single focus on equities.
QUALITY GROWTH, UNCONSTRAINED
We remain focused on a concentrated number of quality growth companies.