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

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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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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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The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.
From growing companies to up-and-coming names, our range of active, research-driven approaches to the australian share market aim to deliver above market returns over the long term
In a year characterised by volatility, dushko bajic, head of australian equities growth, explores why high quality, high growth companies are attractive over the long term, and shares examples of stocks running their own race.
With volatility here to stay, a strained relationship with china and the savings rate predicted to increase in australia, what are the major trends shaping 2021 for investors? head of australian equities growth, dushko bajic, explores a wide range of issues impacting the mark...
Before considering divestment, our australian equities growth team believes in engaging with companies on esg issues. head of australian equities growth, dushko bajic, explains why walking away isn’t always the best way to drive better esg outcomes and sh...
Should 2020 change the way we think about company results? our australian equities growth team are prepared for the reopening of the economy, with their eye on a 2022 recovery over short-term earnings. find out which stocks and sectors are positioned to outperform in markets ...
With 40% of asx revenues earned outside of australia, our australian equities growth team knows the right questions to ask of companies with global ambitions. head of australian equities growth, dushko bajic, shares his guide to finding companies ready to...
We think australian banks are set for a recovery. australian equities growth head of research, christian guerra, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
Our australian equities growth team searches the market for companies providing strong return on invested capital. it is one of the characteristics that lead to strong share price growth for shareholders. james hardie is one of those names, with return on invested capi...
“the stock market has a knack of taking wealth out of the hands of the impatient and into the hands of the patient,” says head of australian equities growth dushko bajic. learn why esg matters for australian companies.
Pilbara iron ore leads the global market for this in-demand resource. watch this video with head of australian equities growth, dushko bajic, for an outlook for the iron ore trade.
Our continent is surrounded by a safe-haven of ocean, but global trade sees no borders with 40% of revenues from the asx being earnt offshore. head of australian equities growth, dushko bajic, shares 8 australian companies set on making themselves a household name arou...
Value investors have seen their portfolios soar, while growth stocks have languished. in this paper we look at some of the drivers behind recent market moves, including the effect of rising interest rates, earnings disappointments and the subsequent de-rating of growth stocks.
While 2020 was a year of surprises, the latest earnings season demonstrated that the fundamentals behind our investment strategy remain as true as ever. the strong performance of the australian equities growth portfolio is a result of staying true to the way we think about st...
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Would you believe that increased data consumption over the past 12 months has not benefitted the telecommunications companies? australian equities growth head of research, christian guerra, looks deeper into the operation of the internet at some compelling investment opportun...
In volatile times, diversification is more important than ever – across – but also within asset classes. deputy head of australian equities growth, david wilson, looks at how to diversify an australian share exposure.
Obtain active exposure to australian shares with a fund management team that specialises in australian equities. learn more about our specialist team.
Discover innovative, mispriced stocks away from the bank and resources-heavy top 20. our australian equities growth team shares its insights and their discovery process.
The latest reporting season demonstrated the pace of economic recovery in australia, and painted a positive outlook for quality australian companies. below are some insights that investors may consider as they look at their australian equities portfolios in 2021.
Separately managed accounts can create less administration compared to direct equities and managed funds, freeing advisers’ time to focus on clients and growing their practices.
Updates and thought pieces from our leading investment experts
Podcast: Evaluating stocks to own now and later
There are many companies that have benefited from rising health care spend globally – but some companies will only reap the benefits for investors in the short term. head of australian equities growth, dushko bajic, shares his insight into a company which has experienced 5 ye...
According to fed chairman, jerome powell, “inflation is low and stable”, but given that “growth is running at a healthy clip…and wages are up” the fed is clearly anticipating rising inflation and is tightening monetary policy accordingly. so, how should equity investors respond to higher i...
Facing our largest deficit since 1945, the question is how has the Federal Government set Australia’s course for the next decade. While the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of GDP by 2024 – a level inconsistent wi...
Find out how our seven fixed income investment specialists can help diversity your portfolio and and deliver a higher yield than bank deposits alone.
As we head into 2020, we should re-examine the role that bonds play in an investment portfolio. head of australian fixed income, stephen cooper, shares three ways that bonds can add value in a diversified portfolio of assets, and the scope for capital appreciation.
Afterpay is one of australia’s most discussed stocks. but with key buy now, pay later players only scratching the surface of the australian retail market, duskho bajic, head of australian equities growth, sees room for new competition. dushko explores the evolving buy ...
Despite straddling two of the most disrupted years in living memory, the fy20-21 reporting season was overall very positive. in our analysis, around one-third of companies [that we cover] surprised us on the upside, around one-third delivered in line with expectation, and one-third were below ex...
While many investors might understandably believe income and yield are the same, pursuing one over the other can deliver surprisingly divergent and apparently counterintuitive results.
Learn about investing in asia pacific equities with fssa im today. our apac funds invest in high quality companies that outperform over the long term.
Find out more about how our team achieves capital growth by investing in stocks, small cap stocks and companies with an aim to minimise downside risk.
Rudi Minbatiwala, Head of Equity Income, draws some lessons in equity income investing from George Costanza and reflects on why investors should aim for more than high dividend yield when selecting stocks.
As long-term investors, we know that the investment decisions we make today affect communities in the future. Investment decisions can have implications for the environment and a very tangible human impact. We believe that engaging with companies on issues such as climate change, diversity, moder...
As asset allocators, we look at where there are attractive opportunities. Here our Multi-Asset Solutions team share their outlook for their broad investment universe and where to find the best risk-adjusted returns.
More data has been created in past 2 years than in the entire previous history of the human race. technologies like apps, are underpinned and supported by data centres, which present a compelling investment opportunity for equities investors.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
In a low-rate world, generating income is more difficult than ever. with bond markets changing daily and cash rates close to zero, cash and fixed income can no longer do the heavy lifting for income-focused investors. against this backdrop, how can investors use equities to generate income...
the ongoing global outbreak of the coronavirus (covid-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. the dramatic ...
Learn about investing in global emerging market equities with fssa im. our gem funds invest in high quality companies that outperform over the long term.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Disruption. it's a word that we hear a lot of these days, but how many companies can claim to be truly innovative in their industry? essentially what we're investing in is structural growth, focussing on innovations that benefit consumers, whether it be through a new, more innovative produ...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
In our last NAA review published in December 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. Since then, the US and China agreed upon a Phase One trade deal and the UK general election placed Boris Johnson in power, allowing the UK to officially leave ...
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
A key component of the investment process employed by our team is our proprietary and dynamic ESG scoring system, which is applied to all companies under coverage. This added layer of input and discussion improves our analysts’ financial modelling and influences their stock recommendation, both...
Livewire interviews Dawn Kanelleas and Michael Joukhador from our small companies team about their views on Australia's technology sector, the 'WAAAX stocks', and their high conviction investment positions.
Deputy Head of Global Listed Infrastructure, Andrew Greenup, tells Livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's largest renewables owner.