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EUROPE EX UK EQUITIES - 2025 YTD REVIEW AND OUTLOOK

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

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EUROPE EQUITIES - 2025 YTD REVIEW AND OUTLOOK

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

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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.

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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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Like many companies, we have observed a resurgence in fraud attempts involving the misuse of our company’s name, visual identity or contact details — particularly through the creation of fake domain names designed to deceive recipients, and in some cases, the impersonation of former employees on instant messaging apps. More information is available at this link.
Like many companies, we have observed a resurgence in fraud attempts involving the misuse of our company’s name, visual identity or contact details — particularly through the creation of fake domain names designed to deceive recipients, and in some cases, the impersonation of former employees on instant messaging apps. More information is available at this link.
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IMPORTANT INFORMATION – PROFESSIONAL INVESTORS – UNITED KINGDOM

This section of the website is only open to persons who are investment professionals falling within Article 19(5) or high net worth companies and certain other entities falling within Article 49 of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005. The website has not been approved for the purposes of section 21 of the Financial Services and Markets Act 2000 (FSMA) by a person authorised under FSMA.  

Access to this site requires you to read and accept the Terms of Use for this website (including the Privacy & Cookie policies). The following pages of the website may include information on Comgest funds. Documents available on this site must not be taken, transmitted or distributed (directly or indirectly) into any jurisdiction where the Funds are not authorised for distribution.

By clicking "Accept", I confirm that I have read and accept the Terms of Use of this website (including the Privacy & Cookie policies) and that I am an investment professional falling within Article 19(5) or I represent a high net worth company or certain other entities falling within Article 49 of the Financial Services and Markets Act 2000 (Financial Promotions) Order 2005.

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