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.