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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Insights
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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“Curious?” is a new podcast series by First Sentier Investors that asks professional investors about the trends and opportunities that have their attention in markets.
We’re excited to launch our first episode with forward-looking reporting season insights from two prolific long-term investors in the Australian share market.
Join a conversation between David Wilson, portfolio manager of one of Australia’s largest and longest-running geared share strategies and Christian Guerra, who heads research for one of the largest investment teams covering the ASX 300.
Reporting season podcast
Interest rates, business confidence, valuations and the staying power of the consumer dominated conversations as corporate Australia tempered its growth promises heading into 2025. David Wilson and Christian Guerra join us from the First Sentier Investors Australian Equities Growth team to explore the encouraging indicators they believe show resilience in the underlying economy. They share perspectives on companies they believe have the potential to deliver quality earnings growth in a challenging market environment.
Listen now
Australian Equities Growth
Our distinct blend of growth and quality has delivered outperformance through market cycles
Dedicated to uncovering Australian companies that are growing revenue and earnings strongly over time, we know what drives superior returns over the long term – rigorous stock research and understanding industry dynamics.
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