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WEBINARS
STRATEGY UPDATES
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Actions Japon : toujours 20 ans d’avance ?
Dans ce webinaire de 32 minutes, Chantana Ward, Analyste - Gérante et Sébastien de Frouville, Responsable Relations Investisseurs échangent sur la gestion du fonds Comgest Growth Japan.
Quality Insights: 6 questions with Louis Citroën, Analyst/PM, US Equities
In this video, Portfolio Manager Louis Citroën explores the intricacies of the US economy and highlights its attractiveness for investors. He illustrates how our portfolio aims to achieve long-term growth by focusing on quality growth companies that tend to thrive regardless of market cycles, trends or geopolitical developments.
Actions européennes : Rêvez grand, commencez petit
Dans ce webinaire de 27 min, William Bohn, Analyste - Gérant et Sébastien de Frouville, Responsable Relations Investisseurs échangent sur la gestion du fonds Comgest Growth Europe Smaller Companies.
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Long term Quality Growth in India
Analyst & Portfolio Manager Bhuvnesh Singh talks about India’s economic growth businesses, highlighting the importance of strong earnings growth, diversification and ESG factors to manage portfolio risks.
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.
Actions internationales : de trop grandes espérances ?
Dans ce webinaire de 20 minutes, Alexandre Narboni, analyste – gérant et Sébastien de Frouville, relations investisseurs, échangent sur la gestion du fonds Comgest Monde.
