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

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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RISK FACTORS

  • The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.
  • If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.

Asian equities

Investing in Asian equities with FSSA Investment Managers

Fuelled by a desire to know more

First Sentier Investors is the home of Stewart Investors and FSSA Investment Managers, 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. 

Asia Pacific

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.

China

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.

India

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.

Japan

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.

Long-term equity investors in good quality companies

Stewart investors are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

We invest over the long term across five regions – Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.

Asia Pacific Sustainability

We launched our first Asia Pacific strategy in 1988. Over the decades since we have developed a deep and comprehensive understanding of both the region, and the many sustainability challenges facing the businesses in which we invest. Our strategies include Asia Pacific Sustainability, Asia Pacific Leaders Sustainability and also, Asia Pacific Sustainability including Japan.

India

Launched in 2006, the Stewart Investors Indian Subcontinent Sustainability Strategy is a long-term, equity-only strategy that aims to invest in shares of high-quality companies positioned to contribute to, and benefit from, the sustainable development of the region. Given the size of the economy and the investment universe, the majority of the strategy’s 30-60 investments are in Indian-listed companies.

 

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First Sentier's Global Listed Infrastructure and Global Property equitiy strategies

Global Emerging Markets equities from FSSA Investment Managers and Stewart Investors.

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