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First Sentier Investors is the home of FSSA Investment Managers and Stewart Investors, highly regarded specialists in Asia Pacific equities with track records dating back to 1988. These individually branded investment teams operate with discrete investment autonomy, according to their investment philosophies.
Specialists in some of the world's fastest-growing markets
FSSA Investment Managers are bottom-up investors that construct high-conviction portfolios offering exposure to Asia Pacific, Japan, China, India and South East Asia and global emerging market equities. Every year, their team of 20+ investment professionals engage in over 1,600 company meetings to uncover value for clients.
FSSA Investment Managers range of Asia Pacific equity strategies cover small, mid and large-cap stocks and are invested with a medium-to-long-term time horizon in mind. Their portfolios are invested in quality companies that they believe have long-term, sustainable growth drivers and should benefit from Asia’s structural tailwinds.
FSSA Investment Managers Greater China strategies cover China, Hong Kong and Taiwan. They offer a range of single country and regional portfolios that provide investors with the option of tailoring their investment exposure to these key markets. Though China provides the largest opportunity set in the region, Taiwan, with its large technology sector, and Hong Kong, with its more developed governance and regulatory framework, offer a number of interesting investment opportunities. Their China A-Share strategy is invested in domestic market leaders as well as globally competitive Chinese companies that are expanding overseas.
FSSA Investment Managers Indian Subcontinent strategies cover India, Pakistan, Bangladesh and Sri Lanka. They tend to favour dominant consumer franchises, high quality private banks and infrastructure companies. We believe large populations, supportive demographics and underpenetrated markets in this region should provide a favourable long-term growth environment for these types of companies.
FSSA Investment Managers Japan equity strategies are focused on secular growth trends which do not rely on broader growth in economy to perform well. These include well-managed Japanese companies that have global brand recognition, domestic leaders that have grown over multiple cycles, and automation companies that have benefitted from structural demand growth.
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Global Emerging Markets equities from FSSA Investment Managers and Stewart Investors.