Schließen

At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products. 

Discover more
Schließen

Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

Discover more
Schließen

Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

Discover more
Schließen

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

Discover more
Schließen

Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

Discover more

Suchergebnisse

Suchergebnisse

fssa india
We have written about the spate of initial public offerings (ipos) in india and our reasons for staying away from them, for the most part. this time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive.
fssa investment managers india equity strategies investing in one of the worlds largest and most diverse economies, carefully seeking quality companies with long term growth.
Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
Our investment philosophy is to back owners and managers with whom we feel strongly aligned. These owners typically have track records of treating all stakeholders fairly, in both good and bad times.
50x P/E!1 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief
As the saying goes, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” Recently, we have seen hordes of the latter kind, garbed as analysts, Unicorn founders, freshly-minted CEOs and so-called “experts”, as they engage in modern-day snake oil sal...
As with global automotive manufacturers, several indian automotive original equipment manufacturers (oems) including maruti suzuki, mahindra & mahindra (m&m), tata motors and eicher motors have recently announced that the shortage of semiconductor supply has impacted their production sched...
fssa investment managers asia pacific equity strategies offer long term investment opportunities in some of the world's most dynamic markets.
Investing across the Asia region largest dynamic and fastest growing equities markets for high quality companies that can outperform in the long term.
fssa investment managers (fssa) are specialists in asia pacific and global emerging markets equity strategies. we operate as an autonomous investment team within first sentier investors with a team of dedicated investment professionals based in hong kong, singapore and edinburgh
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
fssa investment managers japan equity strategies cover the japanese market for growing sectors and strong businesses with long term stable growth.
fssa investment managers greater china equity strategies invest in quality companies in the rapidly developing chinese market and greater china region.
fssa investment managers global emerging markets equity strategies invest in some of the world's most dynamic and diversified markets looking for growth sectors and individual companies with stable management and solid development opportunities.
Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers.
In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — espe...
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.