COMGEST GLOBAL INVESTORS S.A.S.

COMGEST GLOBAL INVESTORS S.A.S., managed by the seasoned team at Comgest, is known for its value-oriented, concentrated investment approach, currently managing $5.6 billion in assets with a focus on high-quality, undervalued stocks. Recently, the fund has made notable shifts by adding significant positions in AON and SPOT, while cutting JBHT by 80%, reflecting its strategy to capitalize on perceived mispricings and growth potential in its top holdings like TSM, MSFT, and GOOGL.

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