In this video, Portfolio Manager Louis Citroën explores the intricacies of the US economy and highlights its attractiveness for investors. He illustrates how our portfolio aims to achieve long-term growth by focusing on quality growth companies that tend to thrive regardless of market cycles, trends or geopolitical developments.

Richard Kaye, Portfolio Manager, Japanese Equities,  discusses why investors should consider an allocation to Japan, why tariff impacts seem a low risk and what gives Comgest its edge in investing in Japan.

Analyst & Portfolio Manager Bhuvnesh Singh talks about India’s economic growth businesses, highlighting the importance of strong earnings growth, diversification and ESG factors to manage portfolio risks.

Liudmilla Strakodonskaya, ESG Analyst for US Equities, emphasizes governance as key in the US market due to regulatory complexities, talks about long-term performance drivers and which environmental impact AI has in terms of Quality Growth.

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.

US Equities Analysts and Portfolio Managers Louis Citröen and Justin Streeter reveal what gives Comgest the edge in finding the quality performers that drive our US strategy. (6 mins.)