High Quality Growth Investing in Europe with Alistair Wittet

In this episode, we speak with Comgest portfolio manager Alistair Wittet We discuss his approach for building a focused portfolio of high-quality European growth companies and the most important criteria he looks at. We also dig into the characteristics that define great long-term brands, the current economic situation in Europe, how the European growth universe differs from the US one and a lot more.

3:55 – How Alistair went from a Geography major to a portfolio manager
07:25 – The current European inflation situation
09:00 – How Alistair views macro variables in his investment process
11:03 – Three trends that will shape Europe in the next decade: Energy Transition, Digitization, Aging Population
18:53 – How the European growth universe varies from the US
20:41 – The great long-term brands of Europe
22:31 – How Alistair defines growth
24:27 – How Alistari defines quality
28:14 – The role of valuation in Alistair’s process
31:04 – Have intangible assets changed growth investing
32:20 – How Alistair views tracking error
34:05 – Analyzing when to sell growth companies
38:41 – The quantitative aspects of Alistair’s process
39:52 – The pros and cons of speaking with management

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Originally Posted August 31, 2023 – High Quality Growth Investing in Europe with Alistair Wittet

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