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OUR INVESTMENT EXPERTS OFFER THEIR IN-DEPTH ANALYSIS OF COMGEST STRATEGIES

Europe Equities: Withstanding the winds of change

These days the world seems to be changing faster than ever. Rising geopolitical tensions and technological advancements, such as artificial intelligence, are increasing volatility in the global economy.

UNCOVERING THE QUALITIES THAT SET COMPOUNDERS APART

How does M&A factor into the growth of compounders companies? Being a “marathon runner” requires more than just a venerable age (an average of 126 years in our portfolio). Over time, these companies have used their resilience and built up competitive moats yielding exceptional free cash and healthy balance sheets. By leveraging these elements, compounders seize on M&A opportunities to fuel future organic growth.

Comgest

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