At this year's inaugural London Quality Growth Investor conference, Denis Callioni, analyst and portfolio manager at European investment group Comgest, highlighted one of the top ideas of the Comgest Europe Growth Fund.
According to the speaker, the team managing this fund focus on finding companies that have stainable growth trajectories with a proven track record of reinvesting earnings to drive growth.
In particular, the team is looking for companies with established products on the market, providing a stable income stream and room for new products to drive further growth. This model can be both more predictable and sustainable in the long run.
Q1 2022 hedge fund letters, conferences and more
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