Comgest Global Investors S.a.s.
Comgest Global Investors S.A.S. is the holding company for the Comgest Group, headquartered in Paris, France, with offices globally including Amsterdam, Boston, Dublin, Düsseldorf, Hong Kong, Singapore, Sydney, Tokyo, Vienna, Milan, Brussels, and London. Founded in 1985, Comgest is an independent asset management group employing over 200 professionals from more than 30 nationalities. The firm specializes in managing quality growth equity portfolios for a diverse, global client base of long-term investors.
Investment Strategy
Comgest pursues a long-term 'Quality Growth' and responsible investment style, focusing on selecting quality companies with solid, sustainable growth prospects. The firm integrates environmental, social, and governance (ESG) criteria into its fundamental analysis, excludes certain industries, and actively engages in voting and company dialogue. Comgest seeks to deliver consistent, long-term returns with a high-conviction, unconstrained approach that concentrates on a limited number of global growth companies.
Latest 13F Filing Activity
Comgest Global Investors S.a.s. filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $6B. The fund increased holdings in Taiwan Semiconductor MFG LTD, Microsoft Corp., Intuit among other positions. Comgest Global Investors S.a.s. reduced exposure to Accenture PLC Ireland, Eli Lilly & Co., Icon PLC among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.36% | $548.3M | 1,102,336 | $153.89 | $497.41 | +$113.9M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8.60% | $503.9M | 2,224,852 | $55.11 | $226.49 | +$138.9M |
L LIN | LINDE PLC | 7.05% | $413.4M | 881,209 | $369.01 | $469.18 | +$19.6M |
V V | VISA INC | 6.57% | $385.2M | 1,084,999 | $181.21 | $355.05 | +$1.9M |
I INTU | INTUIT | 6.12% | $358.8M | 455,534 | $319.04 | $787.63 | +$82.2M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
J James Hanford | Analyst and Portfolio Manager | United States | |
J Juliette Alves | Financial Analyst and Portfolio Manager Emerging Markets | United States | |
A Abla B | Analyst and Portfolio Manager - Latin America | United States | |
J Joseph Collery | Group Head of Trading | United States |