All Corporate Governance articles – Page 3

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Global Investment Views: February 2018

2018-01-26T10:50:00Z By Amundi

The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to. 

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The hunt for quality

2016-12-08T15:26:00Z By Comgest

For a growth investor like Comgest, focusing on quality is one of the very few practical approaches to increase our odds of invest- ing in companies that will indeed profitably outgrow expectations already priced in their shares. But, identifying quality should not be limited to approximate yardsticks such as earnings standard deviation, a net debt / Ebitda ratio or even a slightly more elaborate Piotroski score. Instead, there is an interconnected relationship between competitive ad- vantage and quality.