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Specialist in Asia Pacific, 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 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 some of the attractive characteristics of this often-overlooked segment of the market.
Small and mid-cap companies give investors access to some of the higher-growth technology, healthcare and renewable energy opportunities available in Australia.
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 influences, and her professional journey into financial markets and asset management after completing a PhD thesis in rare earths in this wide-ranging interview. Her success managing small company portfolios since 2008 is built on her analytical background, as well her ability to be open to new ideas and different ways of thinking about risk and reward.
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 portfolios together*.
The major issues facing Australian equities investors discussed by Dawn Kanelleas , Head of Australian Small and Mid-Cap Companies at First Sentier Investors.
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.
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.
Updates and thought pieces from our leading investment experts
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
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.
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
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.
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 of raw materials.
Despite the extraordinary events since its launch in June 2007 – including the Global Financial Crisis, volatile commodity prices, and political upheaval in many parts of the world – the strategy has delivered strong, consistent returns through a focus on valuation, quality and active management.
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