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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.
We are selective and disciplined, focused on sustainable, long-term growth.
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.
Environmental, social and governance criteria are integrated into our bottom-up analysis and our investment process.
Are diversity and inclusion (D&I) simply buzzwords? What does it mean to be a “diverse” asset manager? How is D&I relevant for investors? Is it possible to produce both an authentic positive impact and return?
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.
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.
We think, act and invest globally
An independent group with a single focus on equities.
QUALITY GROWTH, UNCONSTRAINED
We remain focused on a concentrated number of quality growth companies.