GEM Team Analysts/Portfolio Managers Abla Bellakhdar, Juliette Alves and Slabbert Van Zyl recently traveled to Brazil for an on-the-ground view of how Latin America’s largest country is coping with its continued recovery from the Covid-19 pandemic and an upcoming presidential election in October.

Comgest's U.S. Investment Team presents a brief overview on human CapEx, using the food retail industry as an example. Human CapEx offers a non-financial ESG characteristic that we believe helps us to determine a company’s “quality”, as well as their risks and opportunities.