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15 May 2025: RQI Investors, an Australian-based global quantitative manager within the First Sentier Investors group, that manages A$23.8bn1, today launches an Irish domiciled fund of its Global Value strategy, available to UK, European, Singaporean and Canadian investors.
This marks a new development for RQI Investors as the team’s first overseas expansion. The new investment vehicle is part of RQI Investors’ flagship Global Value Strategy, which first launched in 2008. The Strategy collectively manages in excess of A$3.04bn (at 31 March 2025).
RQI Investors’ Chief Executive, Andrew Francis said: “This is an exciting development for RQI Investors, the company’s first investment vehicle outside of Australia as we seek to grow our highly successful business internationally. The Global Value strategy has an impressive 16-year track record, is highly regarded by global asset consultants and has excellent Australian based research house ratings. In addition, its track record is excellent versus value peers and Value indices.
“The Global Value strategy is systematic, removing the issues of key person risk, is value-titled and contrarian in its approach. It has a higher yield and lower valuations than the market cap index, providing strong diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding value traps and stocks that are cheap for a reason. Its fees are highly competitive versus other active managers and the outcomes have been top quartile over ten years versus value peers.”
“The new vehicle is being seeded with US$50m; US$20m from a Family Office, with a further US$30m co-investment from RQI Investors’ parent company, First Sentier Investors. To achieve this scale of seed investment from a Family Office is a huge endorsement of RQI Investors’ strategy and team, as is the confidence demonstrated by First Sentier Investors in matching the investment.”
The RQI Investors Global Value Strategy is globally managed by Dr. Joanna Nash, Dr. Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.
Head of Investments at RQI Investors, Dr David Walsh, said: “We’re very pleased to be bringing the RQI Investors Global Value Strategy to new investors across the world. We believe we are well-placed to take advantage of the current market dynamics, where US-led concentration looms large.”
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Footnotes
[1] Source: FSI Australia, (as at 31 March 2025)
About RQI Investors
RQI Investors is part of the First Sentier Investors group and manages A$23.8 billion (as at 31st March 2025) in Australian, global and emerging market shares across its Diversified Alpha and Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that aims to deliver investment performance by combining the best investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
For more information, visit rqiinvestors.com
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