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.
Discover more
16 May 2025: RQI Investors, an Australian-based global quantitative manager within the First Sentier Investors group, that manages US$15.4bn1, today launches a UCITS vehicle of its successful Global Value Strategy2 available to UK, European, Singaporean and Canadian investors.
The RQI Investors’ Global Value Fund is the latest vehicle of RQI Investors’ flagship Global Value Strategy; first launched in 2008, it collectively manages in excess of US$6.5bn3 (as at 31 March 2025).
RQI Investors’ Chief Executive, Andrew Francis said: “This is an exciting development for RQI Investors, the company’s first investment vehicle outside of Australia as we seek to grow our highly successful business internationally. The Global Value Strategy has an impressive 16-year track record, is highly regarded by global asset consultants and has excellent Australian based research house ratings. In addition, its track record is excellent versus value peers and value indices.
“The Global Value Strategy is systematic, removing the issues of key person risk, is value-titled and contrarian in its approach. It has a higher yield and lower valuations than the market cap index, providing strong diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding Value traps and stocks that are cheap for a reason. Its fees are highly competitive versus other active managers and the outcomes have been top quartile over ten years versus value peers.”
“The new vehicle is being seeded with US$50m; US$20m from a Family Office, with a further US$30m co-investment from RQI Investors’ parent company, First Sentier Investors. To achieve this scale of seed investment from a Family Office is a huge endorsement of RQI Investors’ strategy and team, as is the confidence demonstrated by First Sentier Investors in matching the investment.”
The RQI Investors Global Value Strategy is globally managed by Dr. Joanna Nash, Dr. Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.
Head of Investments at RQI Investors, Dr David Walsh, said: “We’re very pleased to be bringing the RQI Investors Global Value Strategy to new investors; the UCITS fund is well-placed to take advantage of the current market dynamics, where US-led concentration looms large.”
Media enquiries
Gladys Tang
Senior Communications Manager
T +852 2846 7561
M +852 6392 6580
[email protected]
Footnotes
[1] Source: FSI Australia, (as at 31 March 2025)
[2] The UCITS is within First Sentier Investors Global Umbrella Fund plc, an Irish domiciled fund.
[3] Including both segregated mandates and funds.
About RQI Investors
RQI Investors is part of the First Sentier Investors group and manages US$15.4 billion (as at 31st March 2025) in Australian, global and emerging market shares across its Diversified Alpha and Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that delivers investment performance by combining the best investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
For more information, visit rqiinvestors.com
Important information
This press release is intended for information only, aimed solely at the media and should not be further distributed to individual and/or corporate investors, and financial advisers and/or distributors. The information included within this press release and any supplemental documentation provided should not be copied, reproduced or redistributed without the prior written consent of First Sentier Investors.
In Hong Kong, this press release is issued by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission in Hong Kong. In Singapore, this press release is issued by First Sentier Investors (Singapore) whose company registration number is 196900420D. This press release has not been reviewed by the Monetary Authority of Singapore.
First Sentier Investors, FSSA Investment Managers, Stewart Investors, RQI Investors and Igneo Infrastructure Partners are the business names of First Sentier Investors (Hong Kong) Limited. First Sentier Investors (registration number 53236800B), FSSA Investment Managers (registration number 53314080C), Stewart Investors (registration number 53310114W), RQI Investors (registration number 53472532E) and Igneo Infrastructure Partners (registration number 53447928J) are the business divisions of First Sentier Investors (Singapore).
 |  |
|---|