Comgest's Negiar: Three stocks we bought during Covid sell-off
'Compelling valuations'
Laure Negiar of Comgest
Laure Negiar dipped into the Comgest Growth World fund's 'subs bench', adding three stocks to the portfolio during the height of the Covid-19 market sell-off and topping up a number of long-term holdings.
The $999m fund added new positions in luxury goods giant LVMH, Indian mortgage lender HDFC and commercial aerospace engineer MTU Aero Engines in March, Negiar told Investment Week. The fund manager...
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