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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.
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 tea...
A focused team investing in companies as a key provider of capital for australian small business.
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.
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 t...
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.
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 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,...
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 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 highl...
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.
Updates and thought pieces from our leading investment experts
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 commoditi...
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 b...
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.
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 bil...
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.
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
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.
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.
People are are at the heart of our success as a leading global asset manager
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
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.
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.
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...
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 secur...
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...
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...
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.
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 sh...
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”).
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 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.
Armed conflict has enormous humanitarian consequences, as well as long lasting economic, social and environmental repercussions. Whilst the Russia-Ukraine conflict is unfortunately far from the only armed conflict globally (the Geneva Academy is currently monitoring over 110 armed conflicts) and...
The world is on the cusp of a revolution in low-carbon technologies, and they are set to reshape many of our supply chains. The not-so-humble battery sits at the heart of this shift: the growth of electric vehicles (EVs), and renewable power generation/storage, will increase demand for a range ...
Last quarter i visited infrastructure companies in tokyo, osaka and nagoya. the trip included visits to ten corporate head offices and three site tours. this paper seeks to share some of the key findings from my meetings with japanese passenger rail and utility companies.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Investors with patient capital play a crucial role in financing innovative companies and bringing their long-term vision to life. but projects need to line up multiple stakeholders to succeed, and it can take years for the stars to align between regulators, governments, investors and marke...
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...
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
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 futur...
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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...
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
In september 2023, i met more than 30 global listed infrastructure companies and stakeholders from the uk, europe and china. the following travel diary summarises my impressions and findings from these meetings.
What are zombie firms? how can they affect australian investors?
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