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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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Showing 1 to 36 of 36 results.
Given that the world is closing in on the second-longest economic expansion in history, the current bull market is not so surprising. However, we have been ever mindful of the signs of market euphoria and the growing risks to capital preservation.
In this update, we look at several companies where we have seen a number of positive changes and have initiated a small stake in.
Imperfect companies in India - we find faults in our portfolio holdings and explain why we still consider them to be good investments.
In this latest update on asia pacific equities, we provide some insights into our current portfolio positioning and a performance review of the regional asia pacific funds.
Podcast: coronavirus - asian markets corrections and resilience
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.
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 servic...
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.
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.
With almost two decades of experience researching Indian equities, Vinay Agarwal, Director, has witnessed how the Indian market has evolved over the years.
In this second episode, we continue our conversation with Vinay Agarwal, Director of FSSA Investment Managers.
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
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...
“Without art, the crudeness of reality would make the world unbearable.” George Bernard Shaw
It has been 40 years since Mr Deng Xiaoping embarked on his ambitious market-based reform program and began to open up China’s economy. Since then, China has been transformed; while there have been stops and starts on the way, China was one of the fastest-growing countries in the world over the p...
“ Failure is so important. We speak about success all the time. It is the ability to resist failure or use failure that often leads to greater success. ” J.K. Rowling
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.
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.
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 on the...
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
first sentier investors are the world-leading provider of specialist investment capabilities. discover how we provide research-led active investment management.
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...
“Industry is best at the intersection of science and art.” Edwin Land, co-founder of Polaroid
“To infinity...and beyond!” Buzz Lightyear, Toy Story
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...
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 co...
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 c...
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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...
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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.
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, eas...
“Freedom is always the freedom to think otherwise.” Rosa Luxemburg
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 you have any qu...
A monthly review and outlook of the asian quality bond market.
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