EssilorLuxottica SA

Comgest is an active, unconstrained, quality growth manager which aims to create portfolios offering regular, double-digit aggregated earnings per share growth per annum over a three to five-year investment horizon which typically leads to low portfolio turnover. To diversify a portfolio, the firm create value by focusing intense, bottom-up stock-picking approach on the companies they consider are able to sustain above-average growth in earnings per share. Comgest’s choice of stocks is independent of benchmarks and do not follow any country or sector allocations. Their rigorous fundamental investment approach combines detailed financial and ESG analysis with frequent field research. The lead Portfolio Managers select companies from the list of investment candidates to create a concentrated portfolio, assigning weightings based on the relative attractiveness (risk/reward profile) of each company. Comgest buy stocks only when it is listed in the investment universe that may be added to portfolios, adding a company they already know well and/or have already owned in the past; and sell or trim positions when the valuation no longer appears attractive, there is a change in company fundamentals, and a superior risk-adjusted upside is identified and the holding is replaced.

MFSI UK is a team-based manager which seeks to help clients build diversified portfolios using the “ADR” strategy, allocate across asset classes, diversify within each class, and rebalance regularly to maintain the desired allocation. The firm follows a proprietary bottom-up security-selection process, known as MFS Original Research, with which they seek to take advantage of investment opportunities in capital markets across asset classes globally. MFSI UK’s research analysts develop in-depth, firsthand knowledge of companies and make assessments of their long-term prospects. Portfolio managers construct diversified portfolios by combining analysts' recommendations and their own experience to select securities that match their portfolio's investment discipline. The firm’s quantitative teams help ensure that the risk levels they assume are appropriate for the portfolio’s objectives.

Ostrum AM nurtures their convictions through in-depth proprietary research and a rigorous risk analysis at each stage of the management process to achieve and deliver the best investment result. The firm employs fundamental top-down and bottom-up approach to stock selection.

Chairman & Chief Executive Officer at Ribbit Leap Ltd.

Life Peer at United Kingdom House of Lords

Life Peer at United Kingdom House of Lords