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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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With the vision of rolling out the world’s first battery-operated ferries, our unlisted infrastructure team acquired hh ferries, whose cutting-edge technology will benefit commuters, the environment and the asset’s valuation.
Our unlisted infrastructure team invest in brisbane airport because they are a market-leader in sustainable operations – an approach which is increasingly critical to the long-term growth of an asset’s value. here we explain how some small sustainable changes can add up for an asset...
2020 has been a remarkable year for infrastructure operators and investors, with covid-19 abruptly changing the way we work, play and travel. lockdowns have not been seen on this scale since world war two, impacting short-term earnings for assets like toll roads and airports.
With the United States just weeks away from a Presidential election, the stakes are high for a country that has been grappling with the COVID-19 pandemic, social unrest and an economic crisis.
Property and infrastructure companies are the essential components that underpin our societies. they are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move arou...
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 ow...
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 ...
As direct owners of infrastructure assets, we have the ability to positively influence the operations of the worksites in our portfolio. improving the health and safety of employees has long been a priority: we strongly believe that safety and well-being in the workplace is fundamental to...
"what we do well by being global is recognising trends that are happening in one part of the world, and seeing that as an opportunity in another part." peter meany, head of global listed infrastructure, discusses global trends in infrastructure assets with graham hand from firstl...
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 ...
Since the publication of our white paper 'Physical Impacts of Climate Change' in 2018 its content has become all the more relevant. Yet so much has changed in this short time. The paper cites the statement by the Intergovernmental Panel on Climate Change in 2018 that climate change will cause som...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
For many companies in which we invest, success relies on being able to attract and retain talent. Key to this is fostering a safe and inclusive workplace culture, and this includes a mentally healthy workplace.
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value available to i...
Andrew greenup and george thornely explore the performance of the global listed infrastructure securities asset class and look ahead to the main themes expected to impact this asset class over the years ahead.
The pathway to net zero is not easy, nor is it linear, particularly for companies in parts of the world where conventional fossil fuels are still widely used for energy generation.
As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. These Monthly Manager Views are based on the team’s discussions with company management and the in-depth analysis ...
We believe that 2020 was a watershed year for responsible investment – the same momentum that has fuelled the climate movement is spilling into other areas and setting higher expectations for companies globally.
Realindex Investments explores the key concerns surrounding the Treasury's super reform initiative.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especia...