SHIFT TO Long term investing (Comgest)

2017
20
April
2017
| 16:57 Europe/Amsterdam
It is a very current issue for listed companies and investors: what place does M&A hold in the quality growth equation? The heart of this question, argues Wolfgang Fickus of Comgest, lies in the capital allocation decisions made by management:  'In o...
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2016
28
December
2016
| 09:36 Europe/Amsterdam
One of the most fundamental laws of investment is the law of compounding and this law directly applies to the rationale for long-term growth investing. The effect of compounding is to make the impact of growth duration on valuation not linear but exp...
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11
November
2016
| 12:21 Europe/Amsterdam
Many investors define risk as the divergence of a portfolio from its benchmark. In this white paper Comgest tells us why they consider risk to be an absolute concept and define it as the chance of permanent impairment of the fundamental characteristi...
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17
October
2016
| 13:04 Europe/Amsterdam
When the Germans fired V2s on London during World War II, the allies thought they recognized a pattern in the randomly-fired rockets. The result was panic, with the wrong conclusions being drawn. After the war, a British statistician demonstrated tha...
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