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US Equities: Attractive Despite High Valuations

28-Jul-2026

Can quality make the difference in today's US market?

Justin Streeter, Portfolio Manager of Comgest Growth America, believes it can. While he continues to see compelling opportunities driven by the country's innovation and long-term growth, he remains selective and is underweight large-cap technology stocks.

Watch the below interview with Tim Habicht of Fundview in which Justin explains why he believes active stock selection matters more than ever.

 

 

For professional investors only. This marketing communication does not constitute a recommendation to buy or sell securities. Opinions and estimates reflect our judgment at the time of publication and are subject to change. Investments involve risk, including possible loss of capital. Investors should read the Key Information Document and prospectus before making an investment decision.

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