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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.
25-Oct-2023
Listen to our webinar with co-head of Japan Equity Strategy Richard Kaye who will provide a review of the Comgest Growth Japan fund's performance and portfolio positioning and be sharing his view on Japan's recent developments.
Richard Kaye joined Comgest in 2009 and is a Tokyo-based Analyst and Portfolio Manager specialising in Japanese equities. He is also a member of the Comgest Group's Investment Committee.
With a wealth of experience in Japanese equities, Richard became co-lead of Comgest’s Japan equity strategy upon joining the Group. He started his career in 1994 as an Analyst with the Industrial Bank of Japan and then joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks.
Richard graduated from Oxford University where he majored in Oriental Studies.
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.