Alistair Wittet

Alistair Wittet, a Comgest portfolio manager, discusses his approach for building a portfolio of high-quality European growth companies. Topics include defining great long-term brands, the current economic situation in Europe, and how the European growth universe differs from the US one.

Alistair Wittet, a Portfolio Manager at Comgest with a background at Citi and abrdn, shares insights from his extensive finance experience. He reflects on his early investment lessons during the dot-com bubble and the importance of diverse perspectives in investing. Wittet discusses assessing high-growth companies using Lindy's Law and the advantages of established firms. He highlights how political and economic changes shape investment strategies, stressing the significance of fundamentals and long-term approaches in a rapidly evolving economy.