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EUROPE EX UK EQUITIES - 2025 YTD REVIEW AND OUTLOOK

Franz Weis, Analyst / Portfolio Manager, provides you with an update on Comgest Growth Europe ex UK for the current year and investment outlook.

EUROPE EQUITIES - 2025 YTD REVIEW AND OUTLOOK

Mark Schumann, Analyst / Portfolio Manager, provides you with an update on Comgest Growth Europe for the current year and investment outlook.

Quality Insights: 6 questions with Louis Citroën, Analyst/PM, US Equities

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.

What gives Comgest its edge in Japanese equities?

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.

ESG as a Quality Growth driver in the US

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.

SEEKING THE FOUNTAIN OF YOUTH : LINDY'S LAW & QUALITY GROWTH INVESTING

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.

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