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

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formerly Realindex Investments

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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Our portfolio managers are supported by equity analysts with a proven track record of fundamental bottom-up stock research in smaller australian companies.
The performance of australian small caps has lagged behind the asx100 over the last decade leaving many investors questioning whether an allocation to australian small caps is worthwhile.
Explore australian companies poised for global growth in a fast-growing market segment with dawn kanelleas, head of small and mid cap companies. her small companies strategy has outperformed the market over the medium and long term in the 12 years the team have managed portfo...
The major issues facing australian equities investors discussed by dawn kanelleas , head of australian small and mid-cap companies at first sentier investors.
small and mid-cap companies give investors access to some of the higher-growth technology, healthcare and renewable energy opportunities available in australia.
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.
A former academic with a science background, dawn kanelleas, head of australian small and mid-cap companies at first sentier investors, reveals how she found and has maintained her edge investing in small-capitalised companies. dawn discusses her greek heritage, personal infl...
Some small companies may one day grow to be large and successful, but many others could fall victim to unfavourable markets, poor management decisions, or a combination of both.
A substantial number of businesses impacted by the knock on effects of the pandemic have turned to capital raisings to see them through the covid-19 crisis. we talk to senior portfolio manager small & mid caps, dawn kanelleas, about the asx-listed companies she has decided to back through ...
A focused team investing in companies as a key provider of capital for australian small business.
Updates and thought pieces from our leading investment experts
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.
The mid caps space is characterised by successful companies with strong growth profiles, which can offer attractive diversification benefits to australian equity portfolios. yet they comprise only a small proportion of a typical broad-based portfolio. in this article we highlight so...
As small companies flourish, revenue and earnings growth are typically expanding at their fastest point in the company’s lifecycle – growth that larger, more mature companies would find difficult to replicate.
The well-established first sentier investors australian small and mid-caps team has extended its small companies long short strategy to retail investors for the first time
Incorporated in 1885, bhp began as a silver, lead and zinc mine in broken hill, australia. over the next century the company grew into one of the largest diversified resource companies in the world with operations including oil and gas, steel production and mining of a variety of commodities incl...
australian sovereign bond yields have typically traded above their global counterparts, particularly those in the us. but with economic growth in australia lagging the us, we have seen a reversal in this historical relativity. the spread between 10-year sovereign bond yields has moved mate...
Public policy support for infrastructure investment to remain strong globally, especially for the replacement of aged infrastructure assets and buildout of renewables. Utilities are in the midst of a multi-decade structural growth story. But higher capex needs to be managed in the context of aff...
First Sentier Investors today announced unit holders have voted in favour of a change in responsible entity (RE) for a number of funds from Colonial First State to The Trust Company.
If you had invested $10,000 into the first sentier wholesale australian small companies fund back in 1994 your investment would now be worth more than $250,000.
There was a large jump in capital raisings – in April alone 26 companies in the S&P/ASX300 issued new stock. By the end of 2020, 104 of these companies had undertaken raisings - the most number of companies that had ever raised equity in single year - totalling almost $40 billion.
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.
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...
Income-seeking investors, typically pre-retirees and retirees, have objectives beyond just maximising returns. They are thinking about a blend of good returns, with lower volatility and consistency of income.
People are are at the heart of our success as a leading global asset manager
Mr aditya puri, who had only recently retired as the ceo of hdfc bank, had joined the board of a small, unlisted pharmaceutical company, stelis biopharma. given mr puri’s remarkable leadership at hdfc bank, we dug deeper into his new role. in addition to his board role at stelis, he had ac...
Today, Realindex Investments, an active quantitative equities manager within the First Sentier Investors Group, will be known as RQI Investors. Coinciding with the investment manager’s 15-year anniversary, this name change is the first undertaken since RQI Investors was founded in 2008 and will b...
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 and re...
Characterised by periods of drought, fire and flood, the australian climate is becoming drier over the long term. a growing population is almost completely reliant on a single, unpredictable source of water – rainfall. danny latham, partner, unlisted infrastructure at first sentier investo...
The energy crisis in Europe has boosted global demand for LNG. Global listed infrastructure companies pioneered the US LNG industry, investing US$50 billion since 2010. The energy crisis is providing an opportunity for LNG to secure its role as a transition fuel. With reliability and security of ...
War in Europe, a spike in living costs, and bond market movements are among the themes worrying income investors right now. Against this background, Head of Equity Income, Rudi Minbatiwala, discusses how equities can play a role in generating income in uncertain times.
Leveraging our recent paper, ‘Reducing carbon intensity in portfolios: Better news than you think’, which analysed the investment impact of reducing carbon exposure versus the benchmark; we turn our attention to how we can reduce carbon risk in our Value strategies.
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.
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there's a forgotten asset class that underpins most investors’ portfolios: cash. Record low interest rates around the world saw cash fall out of favour with investors in recent years, but prospective ...
Australia currently has a unique opportunity to set up a framework that can support investment aligned with the nation’s sustainability goals, by means of the australian sustainable finance strategy (“the strategy”).
2020 has been a bumpy ride for many since the Covid-19 outbreak first took hold earlier in the year. Since our last Neutral Asset Allocation (NAA) review, there have been several developments however attention is still dominated by the ongoing pandemic. At least as we near the end of this turbule...
The australian equities growth team provides a suite of products, including broad based, small cap, imputation, concentrated and geared funds. we believe growing companies, which generate consistent returns and can reinvest above their cost of capital, provide the greatest sharehold...
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
We have closely followed earnings across our India Subcontinent portfolio companies to assess how successfully they have emerged from the initial impact of the pandemic.
We pose the question – what if we could develop a way of predicting which companies are more likely to be suffering distress, and which were not? The idea contains three parts: A. Certain individual observations or metrics can separately tell us about stocks that might – in the near future – fin...
While the wild swings in share, credit, currency, and commodity markets have garnered most of the attention in the months following the COVID-19 outbreak, cash markets in Australia have seen some highly unusual movements that demand further scrutiny.
We recently reviewed the Neutral Asset Allocation (NAA) for the First Sentier Multi-Asset Real Return Fund; an exercise that is undertaken twice a year. This note summarises the key drivers of investment markets over the most recent six month period and outlines the changes made to the NAA fol...
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.
Fortunately it’s possible to anticipate the future return profile of short-dated global credit with a reasonable degree of confidence. Doing so is certainly less complicated than predicting economic conditions and movements in interest rates and, in turn, forecasting possible returns from aggrega...
It’s no secret that fixed income markets have experienced a tough couple of years. Significant increases in cash rates and inflation expectations over this period have pushed bond yields higher and, in turn, prices lower.
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.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.