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Comgest is an independent, international asset management group which, since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style.
Comgest serves investors who share its long-term investment horizon around the world
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Richard Kaye joined Comgest in 2009 and is a Tokyo-based Analyst and Portfolio Manager specialising in Japanese equities. He is also a member of the Comgest Group's Investment Committee.
With a wealth of experience in Japanese equities, Richard became co-lead of Comgest’s Japan equity strategy upon joining the Group. He started his career in 1994 as an Analyst with the Industrial Bank of Japan and then joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks.
Richard graduated from Oxford University where he majored in Oriental Studies.
Chantana Ward joined Comgest in 1999 and is an Analyst and Portfolio Manager specialising in Japanese equities. She is also a non-executive member of the Board of Partners.
Chantana co-leads portfolios within Comgest’s Asia ex Japan, Asia including Japan and Japanese equity strategies, and has been an important contributor to the development of these strategies. Based in Paris, she travels regularly to Japan to research companies and spend time with the Tokyo-based team members.
Chantana holds an MSc in Finance from Baruch College’s Zicklin School of Business in New York, a dual diploma with The American University of Paris.
For the past 35 years, we have relentlessly focused on a single objective of delivering growth portfolios to our investors
OUR PARTNERSHIP APPROACH DRIVES OUR INVESTMENT STYLE: DURABLE, UNCONSTRAINED & RESPONSIBLE
Investment STRATEGY
We are selective and disciplined, focused on sustainable, long-term growth.
Our ValueS
Comgest's foundations are built on our enduring partnership culture. We believe having skin in the game aligns our interests, responsibilities, risks and rewards with those of our clients.
ESG
Environmental, social and governance criteria are integrated into our bottom-up analysis and our investment process.
OUR THINKING
RESEARCH & ANALYSIS ARE the cornerstone of OUR INVESTMENT PROCESS
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.
WHY “QUALITY” IS A SHIELD AGAINST INFLATION?
Many European companies are raising a “red flag” for inflation. Alistair Wittet, European Equity Analyst & Portfolio manager, argues that inflation matters significantly less for quality growth companies than it does for others. The pricing power strength and sound balance sheets of these companies provide a shield against inflation.
NOT ALL GROWTH IS CREATED EQUAL
With high inflation being compounded by the fastest rise in interest rates in nearly 40 years, capital markets have changed radically over the past year. Growth stocks have been particularly vulnerable as the market deteriorated. As a quality growth investor this has also hurt Comgest’s portfolios. Despite these headwinds, many of Comgest’s portfolio companies have been able to raise prices without a loss in demand or profitability, thus shielding shareholders from inflation.
Our comgest
Our Team
We think, act and invest globally
An independent group with a single focus on equities.
OUR STRATEGIES
QUALITY GROWTH, UNCONSTRAINED
We remain focused on a concentrated number of quality growth companies.
