EPISODE · Aug 31, 2023 · 47 MIN
High Quality Growth Investing in Europe with Alistair Wittet
from Excess Returns · host Excess Returns
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. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
What this episode covers
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. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
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High Quality Growth Investing in Europe with Alistair Wittet
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