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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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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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Adviser Roadshow 2023

Shaping the future on shifting ground

You’re invited to hear from global investment experts across different asset classes, who will share the tools, insights and ideas they are leveraging to reshape the future.

To build the future you need new tools to win in tomorrow’s investment world.  We need fresh perspectives to build on the lessons of the past, while keeping an eye on emerging opportunities. At First Sentier Investors, we are looking ahead, even as the investment landscape continues to shift and change.

Join us as our team of experts share their insights on how we can reshape 2023.

Listed Property

How are landlords positioning for a lower carbon future, and what impact will higher interest rates have on valuations and rents?

Listed Infrastructure

How will essential services fare amidst a slow-down in global growth, and how can infrastructure help cushion the impact of inflation?

Global Equities

What are the drivers of sustainable, long-term returns in a volatile market, and what can the past teach us about the future of responsible investment?

Keynote speakers

Justin Langer, A.M.

Former Australian Cricket Coach

Until the announcement of his retirement from test cricket in 2007 Justin was one of Australia’s great top-order batsmen, playing 105 tests and scoring 7,696 runs including 23 test centuries.

Few have worn the baggy green with greater pride. 

Along with Matthew Hayden, Justin formed a hugely successful opening partnership, which ranks as the best in Australian history.

After retiring from his playing career Justin moved into the coaching arena firstly as Batting-Mentoring Coach of the Australian test cricket team and later as Assistant Coach. 

Justin will be speaking in Sydney, Brisbane, Adelaide and Perth.

Graham Arnold

Head Coach of the Socceroos 

Graham Arnold is the Head Coach of the Australian national football team, the Socceroos. 

2022 was the first time Graham achieved his lifetime goal and finally made it to the World Cup after five previous attempts both as player and coach. 

Graham is also a legend of Australian soccer and is a member of the Football Federation Australia Football Hall of Fame. 

Hear Graham share his insights on how to build a new team and drive for success under intense pressure. 

You’ll also have an opportunity to ask your questions to Australia’s hero of the Qatar World Cup.

Graham will be speaking in Melbourne.

Dates and locations

CPD points available to all attendees

Perth

Date: 7th March 2023

Time: 12:15pm - 2.30pm

Venue: Frasers Restaurant - 60 Fraser Avenue, Kings Park, West Perth

Adelaide

Date: 9th March 2023

Time: 12.15pm - 2.30pm

Venue: InterContinental - North Terrace, Adelaide

Melbourne

Date: 14th March 2023

Time: 12.00pm - 2.15pm

Venue: Park Hyatt - 1 Parliament Square, off Parliament Place, Melbourne

Brisbane

Date: 16th March 2023

Time: 12.15pm - 2.30pm

Venue: The Grove - Level 32, 480 Queeen Street, Brisbane

Sydney

Date: 21st March 2023

Time: 12.00pm - 2.15pm

Venue: Ivy Ballroom - Level 1, 320 George Street, Sydney

Register now

Places are limited, so please complete the registration form to secure your spot.

Hear from our experts

Pablo Berrutti

Investment Specialist, Stewart Investors

Pablo is an Investment Specialist for Stewart Investors.

He is the founder of a not-for-profit library and resource centre dedicated to supporting a sustainable financial system.

He is also the former Chair and a director of the Responsible Investment Association of Australasia and was on the management committee of the Investor Group on Climate Change for eight years.

Sujaya Desai

Portfolio Manager, Stewart Investors

Sujaya is Co-Portfolio Manager of the Global Emerging Markets All-Cap Sustainability strategy with Jack Nelson.

Sujaya holds an MPhil in Development Studies from the University of Cambridge and a BA (Hons) in International Relations and Anthropology from Brown University.

Steven Hayes

Head of Global Property Securities

In his role, Stephen is responsible for management of the Global Property Securities team, one of a number of FSI investment teams. The team manages Domestic, Asian and Global Property Securities portfolios for a number of funds.

Prior to re-joining FSI in September 2012, Stephen was Managing Director at Perennial Real Estate Investments, where he worked for over six years. Before his time at Perennial, Stephen worked at FSI as Head of Property Securities.

Trent Koch

Portfolio Manager

Trent is a Portfolio Manager for the Global Listed Infrastructure team.

Trent’s main responsibilities include managing infrastructure securities on behalf of institutional and wholesale clients and research coverage of the Railroads and Utilities sectors. 

Trent holds an MBA from the Australian Graduate School of Management, is a Chartered Accountant, and has a Bachelor of Commerce from the University of Sydney.

 

Peter Meany

Head of Global Listed Infrastructure

Peter established the Global Listed Infrastructure Securities strategy in 2007 and has built a high quality team of investment specialists and a strong investment track record. Peter has more than 20 years' investment experience. 

Peter holds a Bachelor Economics (Finance) from Macquarie University.

Hannah Ranstrand

Analyst, Stewart investors

Joined the team in November 2020.

Prior to joining the team, Hanna gained internship experience with Stewart Investors in Singapore, Edinburgh, London and Sydney. She also completed an internship with Jiarong Technology, a Chinese company that develops membranes for wastewater treatment.

Hanna holds an MCom with Excellence in Global Sustainability and Social Enterprise from the University of New South Wales and a BCom in Finance from McGill University. 

Kate Turner

Global Head of Responsible Investment

Kate Tuner is an influential voice in the Responsible Investing space, leading a global team of specialists and driving policy reform through collaborative industry initiatives.

Kate is passionate about the potential of the investment sector to support positive change. Her roles include Chair of the Steering Group for Investors Against Slavery and Trafficking APAC, and membership of the RIAA Human Rights Working Group, where she is currently working on the implications of armed conflict for investors.

Videos

The EV revolution to drive our energy future

Electric vehicles are coming. The buildout of charging infrastructure to support EV demand, along with higher electricity “load”, will lead to significant investment opportunities for utilities.

  • Content duration: 3 Mins
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Getting active on the ESG front

Investing in infrastructure is a huge responsibility. Watch FSI’s Listed Infrastructure team, led by Peter Meany, explain how we may influence companies for better long-term outcomes and investment returns.

  • Content duration: 5 Mins
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Global property opportunities are built on solid ESG foundations

Our portfolio net zero overlay intention has further deepened our understanding of the global property securities sector we invest in. Our in-depth research means we see things differently.

  • Content duration: 2 Mins
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Chasing the future: How energy is evolving

The world has made immense progress towards decarbonisation and renewable energy production, but for many companies and sectors in property and infrastructure, the journey has just begun.

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Not all industries are created equal

Rail and waste companies have recently been able to demonstrate their strong pricing power, meaning price increases within these industries are somewhat easy to push through to match and exceed rising inflation.

  • Content duration: 4 Mins
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Inflation hedge

Infrastructure companies are considered as an inflation hedge based on their ability to increase prices in line with or exceeding their cost inflation without destroying demand.

  • Content duration: 2 Mins
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Stagflation: around the corner?

While some believe current inflation increases might be transitory, a scenario of higher for longer inflation could result in a more structural inflationary environment.

  • Content duration: 1 Mins
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The mainstreaming of net zero

Making a net zero commitment, we believe, is the norm now, particularly for infrastructure companies that account for the largest producers and consumers of energy.

  • Content duration: 4 Mins
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Japan’s larger landlord-developers

Mitsubishi Estate and Mitsui Fudosan, both listed companies actively engaged in development and as landlords, are examples of companies globally finding new pathways to carbon emissions reduction.

  • Content duration: 4 Mins
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Curious what’s ahead?

Contact your Relationship Manager