Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Insights
At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.
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Insights
Concentration in equity markets has reached unprecedented levels. While this has driven remarkable returns for a narrow slice of the market, it raises critical questions about diversification, valuation, and risk for equity investors.
What does this mean for your portfolio?
In this insightful interview, David Walsh unpacks the findings from RQI’s research, revealing that investing in benchmarks may not deliver the diversification you expect. As we delve into the risks of market concentration, we also explore how these dynamics, coupled with high valuations and potential disruptions, challenge traditional investment approaches.
Discover how the RQI process mitigates these risks with a disciplined, diversified approach, and learn why rethinking index fund reliance is critical for investors seeking sustainable value in today’s complex markets.
About our white paper
The U.S. equity market has grown sharply as a proportion of global equity markets since 2015, with concentration increasingly on a handful of names, particularly U.S. tech growth stocks.
Our white paper highlighted how the market concentration poses both challenges and opportunities for equity investors. Click here to read full report: Extreme concentration and its implications for equity investors
RQI Investors
We combine powerful quantitative analysis with human insight, aiming to deliver strong investment performance
Our proprietary quantitative equities approach is founded on proven data combined with the disciplined application of meaningful economic fundamentals that aims to enhance investment performance.
Read our latest insights
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This material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should conduct your own due diligence and consider your individual investment needs, objectives and financial situation and read the relevant offering documents for details including the risk factors disclosure. Any person who acts upon, or changes their investment position in reliance on, the information contained in these materials does so entirely at their own risk.
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References to comparative benchmarks or indices (if any) are for illustrative and comparison purposes only, may not be available for direct investment, are unmanaged, assume reinvestment of income, and have limitations when used for comparison or other purposes because they may have volatility, credit, or other material characteristics (such as number and types of securities) that are different from the funds managed by First Sentier Investors.
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