Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Insights
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.
Specialists in some of the world's fastest-growing markets
Driven by fundamental company research, FSSA Investment Managers delve deep into the Asia Pacific region and Global Emerging Markets to invest in high quality companies that can outperform over the long term. We are bottom-up investors and construct high-conviction portfolios that offer our clients exposure to some of the world’s fastest-growing markets.
We are long-term, responsible investors and have fully integrated environmental, social and governance factors into the investment process. To us, sustainability is not just a label, but a set of values by which we operate. We consider it to be prudent risk management and a fundamental obligation to our clients.
FSSA Investment Managers is an autonomous team within the First Sentier Investors group, with dedicated investment professionals in Hong Kong, Singapore, Tokyo and Edinburgh.
Key investment themes
FSSA Investment Managers portfolios are built company by company based on our analysis of share price drivers, with little regard for index positioning or how the broader market will perform. We are focused on growth in an absolute return sense, constructing portfolios of high quality companies that are supported by long-term investment themes.
Long-term investment themes
Dominant consumer franchises
ith favourable demographics and populations that are still growing – particularly in Southeast Asia and India – we believe dominant consumer franchises offer good growth over the long term.
High quality financials
Banks and high quality financials should benefit from similar drivers as consumer businesses: demographics, rising incomes and urbanisation.
Rising healthcare spending
Many countries are under-invested in healthcare compared to the global average. As these economies become richer, we expect healthcare and health-related spending to rise.
A connected and automated world
As the world embraces a digital future, Asian technology firms should benefit from strong end demand and a growing market. At the same time, lower-cost robots allows manufacturers to automate their processes.
