We’re living in an age of disruption. Geopolitics and the emergence of new technologies – like artificial intelligence – are reshaping the global economy. Despite these fast-changing dynamics, European markets beat expectations and rebounded strongly last year.
In this webinar, Comgest Portfolio Managers James Hanford and Pierre Lamelin examine what types of European businesses are likely to thrive in uncertain times and provide a review of Comgest Growth Europe Compounders fund performance and current portfolio positioning.

Some companies have withstood the test of time and continue to thrive. In Comgest view, such ‘Compounders’ make compelling long-term investments. In this webinar, Comgest Portfolio Manager Alistair Wittet discusses Lindy’s Law, its link to Compounder stocks and why investors should delve into a European portfolio of age-old companies.

Watch our 30-minute webinar in which Louis Citroën and Justin Streeter share insights into Comgest's investments in productivity champions and provide a review of Comgest Growth America fund performance and current portfolio positioning.

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.

Portfolio Manager Alexandre Narboni shares his views of the market environment and outlook in our 35-minute webinar. He also provides a review of the strategy's performance and current portfolio positioning.

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.)