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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.
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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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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.
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formerly Realindex Investments
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.
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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
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Showing 1 to 47 of 47 results.
Learn about investing in asian equities with fssa investment managers today. our asia funds invest in high quality companies that outperform over the long term.
Learn about investing in the world's fastest-growing markets with fssa investment managers. we invest in high quality equities that outperform over the long term.
Learn about investing in indian equities with fssa im today. our india funds invest in high quality companies that outperform over the long term.
Learn about investing in japanese equities with fssa im today. our japan funds invest in high quality companies that outperform over the long term.
Learn about investing in greater china equities with fssa im today. our china funds invest in high quality companies that outperform over the long term.
Learn about investing in global emerging market equities with fssa im. our gem funds invest in high quality companies that outperform over the long term.
Learn about investing in asia pacific equities with fssa im today. our apac funds invest in high quality companies that outperform over the long term.
Find the latest investment insights, including market outlooks, research papers and investment strategy from experts at first sentier investors here.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
In september 2020, first state investments will officially become first sentier investors. this page provides detail about the change and an overview of our new product names.
In this video rebecca sherlock, global listed infrastructure portfolio manager, outlines actions active managers can take to influence companies
The sustainable finance disclosure regulation (sfdr) for the european union mandates the disclosure of the principal adverse impacts (pai) that investment decisions have on sustainability factors.
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
2020 was a year like no other, with COVID-19 reshaping the way we live, work and invest. As the year began, we were forced to reassess how we interact with each other, how complex systems work together and how nature has more power over us than we normally like to admit.
Leading global investment manager, first sentier investors, today announced the appointment of david allen to the role of global head of investment management.
The advent of artificial intelligence (ai) is affecting ever expanding fields of human activity. and the way we invest is no exception. it’s never been more timely for investors, advisors and investment managers to take deep stock of the impacts, real and potential, of ai, so we can...
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
First sentier investors aims to be recognised as world-class for all the asset categories that we manage. the following awards are testament to our investment approach, and the expertise of our excellent, hard-working teams.
Leading global investment manager, first sentier investors (fsi), today announced the appointment of hideki suruga to the role of head of distribution, japan and representative director for first sentier investors (japan) limited, effective 6 may 2022.
Podcast: Modern slavery challengers for investors
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
The cascading impacts of climate change and society’s overexploitation of the land and sea is giving rise to unprecedented devastation of nature and biodiversity. In the last 50 years, there has been a devastating 69% drop in wildlife populations[1]. The unfolding crisis is risking the very found...
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
A monthly review and outlook of the Asian Quality Bond market.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
2023 has not been for the faint-hearted. The euphoric mood from China’s post-Covid reopening that highlighted the start of 2023 revealed its alter ego as the year progressed with a slew of turbulent events, such as the regional banking crisis and Israel Hamas war.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
The China equity market includes a myriad of share classes, each with distinct characteristics. ‘Offshore’ Chinese equities are listed on overseas stock exchanges such as New York and Hong Kong and denominated in foreign currencies, while ‘onshore’ Chinese equities are listed on the Shanghai and ...
2018 was a challenging year for Japanese equities. While we usually prefer to talk about the companies we own rather than comment on the market or the economy, it was interesting to note that 85% of trades last year was on auto-pilot, controlled by machines, CTAs and quant funds.
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.
A monthly review and outlook of the Asian Quality Bond market.
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