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FSSAインベストメント・マネージャーズは、アジア・パシフィック、日本、中国、インド、東南アジア及びエマージング株式のスペシャリスト

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私たちの戦略は非常にシンプルです。ハイ・クォリティなインフラ企業(非上場)を見つけ出し精査及び事業計画のシミュレーションを行います。そして取得したアセットについては、経営陣と共にイノベーションの追求、ESGに則ったプロアクティブなアセット・マネジメントをひたむきに続けています。

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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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スチュワート・インベスターズは、1988年の運用開始以降、お客様に代わって長期的な時間軸のもとでポートフォリオを運用(20年超の保有を行う場合も)

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FSSA Investment Managers India equity strategies

Investing in Indian equities with FSSA Investment Managers

Specialists in India, one of the world's fastest-growing markets

Driven by fundamental company research, FSSA Investment Managers delve deep into the Indian market to invest in high quality equities that can outperform over the long term. We are bottom-up investors and construct high-conviction portfolios that offer our clients exposure to some of the world’s fastest-growing markets.

We are long-term, responsible investors and have fully integrated environmental, social and governance factors into the investment process. To us, sustainability is not just a label, but a set of values by which we operate. We consider it to be prudent risk management and a fundamental obligation to our clients. 

FSSA Image

FSSA Investment Managers is an autonomous team within the First Sentier Investors group, with dedicated investment professionals in Hong Kong, London and Singapore. 

Investment themes

FSSA’s Indian Subcontinent equity portfolios are built company by company and from the bottom up, with little regard for index positioning.  We are focused on growth in an absolute return sense and construct portfolios of high quality companies with effective management teams, long-term, sustainable growth drivers and strong financials. With low penetration rates for goods and services, and barriers to entry which protect profits and cash flow, the leading companies in the region have a good track record of compounding earnings and creating long-term value for stakeholders

The key investment themes for our Indian Subcontinent strategies

  • Dominant consumer franchises

    With favourable demographics and populations that are still growing, we believe dominant consumer franchises can offer good growth potential over the long term.

  • High quality financials

    Well-managed private banks should continue to benefit from greater financial inclusion across India; and they have been gaining market share from the state-owned banks.

  • Urbanisation trend

    We believe that the number of people wanting to live, work and shop in a more urban setting will only increase. Recent changes in regulations should lead to greater market share for high quality property developers.

  • Consolidation in fragmented markets

    High quality and reputable companies should continue to gain market share in fragmented industries, as small and unorganised players (“mom and pop” businesses) are consolidated.

Investment Team

The FSSA investment team consists of investment professionals based in Hong Kong, London and Singapore.

We have a distinct culture and team structure, which has contributed to the stability of the team. Around half of our analysts joined as graduates; and the majority of our portfolio managers have been with us for most of their careers.

Our team members come from diverse backgrounds and speak 15 local languages and dialects, which contributes to the quality of research and analysis when meeting with companies. All portfolio managers are, first and foremost, also analysts; and the entire team contribute stock ideas to each of our client portfolios. 

Insights from our team