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

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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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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.
In this second episode, we continue our conversation with vinay agarwal, director of fssa investment managers.
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 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 indian equities with fssa im today. our india 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 asia pacific equities with fssa im today. our apac funds invest in high quality companies that outperform over the long term.
Read regular news updates, research papers, investment strategy updates & thought pieces from our first sentier investors leading experts here today.
With almost two decades of experience researching Indian equities, Vinay Agarwal, Director, has witnessed how the Indian market has evolved over the years.
Despite entering a recession, we believe there are still pockets of opportunities in japan. as a matter of fact, sophia li, portfolio manager of the fssa japan equity strategy, argues that some companies benefited from the pandemic and it even accelerated the adoption of their products and...
Japan has been suffering decade-long economic stagnation. yet, sophia li, portfolio manager of the fssa japan equity strategy, believes that it is a land of growth and opportunities.
Podcast: Coronavirus - Asian markets corrections and resilience
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.
China, whose market was the first to suffer the ramifications of the covid-19 crisis, is now slowly recovering and resuming back online. tune in to a panel discussion with fssa greater china strategy’s investment team.
“Without art, the crudeness of reality would make the world unbearable.” George Bernard Shaw
China’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year. Many companies reported a surge in online sales during Covid that has remained elevated even as the number of cases fell and lockdown measures eased. While sales at China’s brick...
In this video rebecca sherlock, global listed infrastructure portfolio manager, outlines actions active managers can take to influence companies
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
Looking back over 2020, a challenging year for many reasons, there were two key investment decisions that helped the performance of the fssa japan equity strategy.
Over the past six months, global equity markets have remained weighed down by uncertainty. Meanwhile, in Japan, Prime Minister Abe’s announcement that consumption tax is set to rise from 8% to 10% this October has escalated fears of a pending recession.
The attributes we like in a company are a strong management team, an effective board, strong alignment with its majority owners and management, a conservative and introspective culture, a franchise which has pricing power and generates superior returns on capital employed, and the potential to be...
Each year around the Lunar New Year, factories in China switch off production and close up shop for the Spring Festival period. Factory workers who had left their rural hometowns in search of better wages in cities travel home en masse for the celebrations. With three billion trips expected to be...
Leading global investment manager, first sentier investors, today announced the appointment of david allen to the role of global head of investment management.
The Japan equity market underwent significant volatility in the first quarter due to the coronavirus pandemic and concerns about its impact on the global economy. The sell-off was indiscriminate and across all sectors, with little differentiation between the higher quality, well-managed companies...
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. In emerging markets, they dominate the Chinese market; but they can also be found in Korea, Southeast Asia, Eastern Eu...
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
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.
“Freedom is always the freedom to think otherwise.” Rosa Luxemburg
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.
A monthly review and outlook of the Global Listed Infrastructure sector.
The First State Japan Equity Strategy invests in a concentrated portfolio of high-quality companies with strong management teams, dominant franchises and conservative financials. As long-term, conservative investors, we seek to invest in companies that have high return on invested capital, strong...
“Industry is best at the intersection of science and art.” Edwin Land, co-founder of Polaroid
Podcast: Modern slavery challengers for investors
Trade tensions have continued to rattle the market, as negotiations between China and the US remain mired in strife. The bilateral trade account and the extent of China’s willingness to open up its domestic market are among the primary areas of contention, along with accusations of forced technol...
This is the third investor letter for the fssa global emerging markets focus strategy since its launch in november 2017. in this letter, we will discuss our investment approach, process, strategy, positioning, and other matters we think are relevant to investors. as always, should y...
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...
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 worried client asked us recently, “will mr modi be re-elected, or won’t he? how will the ongoing elections impact the investment case for indian companies?” we don’t know whether mr modi will be re-elected. but we strongly believe that the results of the election will have little bearing...
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.
A monthly review and outlook of the Global Listed Infrastructure sector.
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 Global Listed Infrastructure sector.
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.
A monthly review and outlook of the Global Listed Infrastructure sector.
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.
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.
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.