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Postcards
Notes from Global Team
26-Jul-2023
Kira Huppertz
Analyst / Portfolio Manager
Alexandre Narboni
Analyst / Portfolio Manager
Laure Négiar
Analyst / Portfolio Manager
Zak Smerczak
Analyst / Portfolio Manager
Greetings from Comgest’s Global Equity Investment Team!
In Q1 2023, members of Comgest’s Global Team hit the road, crisscrossing the US, Japan, Korea and Taiwan to discuss new ideas and meet up with companies driving sector trends in our global equities portfolio. Overall, we gained valuable insights into local sentiment and expectations for 2023 and beyond. Artificial intelligence (AI) remains a hot topic across industries like healthcare, data providers and semiconductors. Below are takeaways from our on-the-ground perspective of the themes driving our quality growth companies.