OUR INVESTMENT TEAM

Daihao Peng joined Comgest in 2024 and is an Analyst specialising in US equities.

Daihao contributes to the research of US quality-growth stocks. Prior to joining Comgest, Daihao worked as an Equity Analyst at Tikehau Capital in Paris, covering European and US stocks across sectors.

Daihao holds a Master’s degree in Management from ESSEC Business School (France). He is a CFA^® charterholder and holds the CFA Institute Certificate in ESG Investing.

Heyang Ping joined Comgest in 2022 and is a Tokyo-based Analyst specialising in Japanese equities.

Prior to joining Comgest, she worked at Sparx Asset Management as a Japanese Equity Analyst supporting its Sustainable Investment Strategy. Heyang was previously a Japanese Equity Analyst, mainly covering the Transportation Sector, at Macquarie Group and started her career in 2011 at J.P. Morgan in Tokyo in Japanese Equity Research Sales.

Heyang holds a Bachelor’s degree in Management from Yokohama National University and a Master’s degree in Technology Management for Innovation from the University of Tokyo.

David Raper joined Comgest in 2002 and is an Analyst and Portfolio Manager specialising in Asia Pacific ex Japan equities as well as a member of the Comgest Group's Executive and Investment Committees.

David leads the firm’s Asian research efforts and co-leads Comgest’s Asia Pacific ex Japan and Asia ex Japan strategies. He is a key contributor to the Emerging Markets strategy. Prior to joining Comgest, he worked in Hong Kong for ING Barings covering Asian equities from 1999-2001.

David is a CFA^® charterholder and graduated from the University of Canterbury (New Zealand) with a Bachelor's degree in Economics and a second major in Marketing.

Bhuvnesh Singh joined Comgest in 2016 and is a Singapore-based Analyst and Portfolio Manager specialising in Asian equities, including Indian equities.

Bhuvnesh co-leads the Asia ex Japan, Asia Pac ex Japan and India strategies. He visits company premises, compiles in-depth research reports and contributes to Comgest’s India, Asia, Emerging Markets and Global strategies. In 1999, Bhuvnesh started his career working at Credit Suisse where he was an Asia equity Analyst. He went on to join Barclays in 2011 as Head of India Research, co-managing the Indian equity business.

Bhuvnesh holds a Bachelor’s degree in Engineering from the Indian Institute of Technology in Kanpur and a Master’s degree in Management from the Indian Institute of Management in Calcutta.

Zak Smerczak joined Comgest in 2016 and is an Analyst and Portfolio Manager specialising in Global equities. He is also a member of the Comgest Group's Investment Committee.

Zak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services where he was responsible for operational and financial due diligence. In 2011, Zak joined Mirabaud Asset Management where he worked as an Analyst covering global equities. In 2015, he moved to Polar Capital Holdings where he held the position of Analyst / Portfolio Manager for the firm’s global multi-asset income strategy.

Zak holds a Bachelor of Business Science Degree with Honours in Finance from the University of Cape Town. He is a CFA^® charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.

Liudmila Strakodonskaya joined Comgest in 2024 and is an ESG Analyst covering the US.

Prior to joining Comgest, Liudmila worked as an ESG Analyst at AXA IM, where she developed thematic research, analysis and shareholder engagement on ESG topics with a specific focus on biodiversity and gender diversity. She represented AXA IM at the Finance for Biodiversity Foundation (FfBF) and co-chaired the FfBF’s Impact Assessment Working Group with the goal of building and sharing knowledge on biodiversity metrics among investors. She was also actively involved in the creation of the Nature Action 100 initiative as a member of the launching investor group. Liudmila previously worked at Eleva Capital as an ESG/SRI Analyst in 2019 where she contributed to the development and implementation of the company’s ESG strategy. She began her career at EthiFinance in 2016 as a Sustainable Investment Analyst specialising in ESG research and reporting.

Liudmila holds a PhD in Economics with expertise in sustainable finance from Paris II Panthéon-Assas University (France), for which she received a grant from FIR-UN PRI in 2016.

Justin Streeter joined Comgest in 2015 and is an Analyst and a Portfolio Manager specialising in US equities.

Justin co-leads the management of the US Equity strategy and contributes strongly to idea generation, researching US companies within a broad range of sectors. He previously worked at J.P. Morgan in San Francisco in 2013 as an M&A Healthcare Analyst and, prior to that, at J.P. Morgan’s London office in a similar role. Justin began his career with Macquarie Capital Partners (London) and Société Générale (Paris).

Justin graduated from Emlyon Business School (France) with a Master’s degree in Management and Corporate Finance. He is also a CFA^® charterholder.

Mum Taggu joined Comgest in 2023 and is an Analyst specialising in Indian equities.

Mum contributes widely to the investment team’s research coverage for a diverse selection of Indian quality growth stocks. Prior to joining Comgest, she worked at Rothschild in Mumbai as an investment banking analyst, focusing primarily on the industrials, auto and telecom sector. She started her career as a research analyst at Credit Suisse in 2021 where she covered the Indian auto industry.

Mum holds a Bachelor’s degree in Engineering from the Indian Institute of Technology Guwahati and an MBA from the Indian Institute of Management Ahmedabad (IIM - A).

Slabbert van Zyl joined Comgest in 2014 and is an Analyst and Portfolio Manager specialising in Global Emerging Markets equities.

He co-leads the GEM, GEM ex-China and GEM Plus strategies. Slabbert contributes to the investment team's research coverage by selecting diverse quality growth GEM companies. Prior to joining Comgest, Slabbert qualified as a chartered accountant with PricewaterhouseCoopers and gained six years’ experience as a South African Investment Analyst in Cape Town.

Slabbert graduated from the University of Pretoria with a Bachelor’s degree in Accounting before gaining a post-graduate qualification in the same field from the University of Johannesburg. He is a CFA^® charterholder.