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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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Your search returned more than 50 results. The 50 most relevant results are displayed.
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 shareholder value
The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.
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.
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’ David Wilson, Deputy Head of Australian Equities Growth, and Christian Guerra, Head of Research, Australian Equities Growth, recently appeared on First Sentier Investors’ Curious Podcast to discuss the 2025 interim reporting season, delving into the rich opportunity set of Australian companies they believe are well-positioned to deliver earnings growth through global exposure.
Watching the share market evolve over the course of decades, David Wilson, Deputy Head of Australian Equities Growth, admires the resilience of Australian companies in weathering changing market conditions. David shares his take on investors’ ability to access global growth through homegrown success stories and what he looks for when scrutinising companies.
From local champions to companies with promising international operations, Australian Equities Growth Head of Research Christian Guerra believes Australia has a great track record nurturing and supporting growth companies.
In a market environment that has puzzled most, Dushko Bajic, Head of Australian Equities Growth, believes there are pockets of opportunities among companies that can run their own race, aren’t reliant on an uplift in activity or pricing from inflation to deliver solid top-line and earnings growth at attractive returns on invested capital.
In the following video, Head of Australian Equity Growth Dushko Bajic discusses the impact of rising rates on company valuations and the economy.
First Sentier Investors news article: Head of Australian Equities, Dushko Bajic discusses his thoughts on four high quality growth stocks. Read more...
In this video, Head of Australian Equity Growth Dushko Bajic discusses the changing macro environment and navigating volatility within the investment process.
In a recent episode of First Sentier Investors' Curious Podcast, David Wilson, Deputy Head of Australian Equities Growth, discusses the significant volatility observed during the February 2025 interim reporting season.
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
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.
First Sentier's David Wilson shares insights from 40 years of stock-picking experience.
The Australian share market is fortunate to host a number of high quality, home-grown companies that have been able to transport their success in Australia to offshore locations and become global leaders.
From report writing and gathering information to the more technical side of pattern recognition and natural language processing, David Walsh, Head of Investment at RQI Investors recently joined Ausbiz to highlight how AI will affect wealth and investment management.
The concept of gearing an investment is not foreign to Australian investors. Of course, one of the nation's favourite past times is to debate the pros and cons of negative gearing.
“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.
Borrowing to invest has amplified the wealth of property investors over many decades. But negative annual returns have become more frequent from residential property over the last 15 years.
The concept of gearing an investment is not foreign to Australian investors. Of course, one of the nation’s favourite past times is to debate the pros and cons of negative gearing.
The ASX100 is a ripe hunting ground for investors looking to gain access to Australia’s largest and most influential companies across a diverse range of sectors.
This article was produced in partnership with First Sentier Investors. There were a number of positive earnings outcomes in FY24, but all eyes have been keenly focused on company outlook commentary, which generally held a more cautious tone in this year’s August reporting season.
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 be accompanied by a new logo and visual identity.
Facing our largest deficit since 1945, the question is how has the Federal Government set Australia’s course for the next decade. While the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of GDP by 2024 – a level inconsistent with a AAA credit rating.
Access one of Australia's largest and longest-running geared share managers. Selecting quality stocks based on their fit for leverage, we favour essential characteristics like strong balance sheets, ability to grow cash flows through market environments and liquidity.
Learn about investing in Asian equities with FSSA Investment Managers today. Our Asia funds invest in high quality companies that outperform over the long term.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
First Sentier Investors has today announced it will apply to list its first Exchange Traded Fund (ETF) on the ASX, the First Sentier Geared Australian Share Fund Complex ETF (The Fund, ASX:LEVR), which is expected to commence trading mid-May 2025.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
This article was produced in partnership with First Sentier Investors. We firmly believe that active management is crucial when constructing a geared portfolio. A geared investment strategy can be considered a more complex strategy that borrows to invest, ultimately magnifying an investor’s exposure to rising or falling markets.
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.
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
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
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 quantitative investing universe can be confusing - whether you might have been afraid to ask or yet to discover these terms, we’re here to help.
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.
People are are at the heart of our success as a leading global asset manager
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 owner.
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.
Learn about investing in the world's fastest growing markets with FSSA Investment Managers. We invest in high quality equities that outperform over the long term.
The Realindex Australian Share Value-Class A Fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
RQI Investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. Our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versus fundamental active stock pickers.
Leading global investment manager, Colonial First State Global Asset Management (CFSGAM) today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
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.
In addition to the wide divergence of returns, history shows that the larger cap S&P/ASX 100 index regularly outperforms the S&P/ASX Small Ordinaries index and with less volatility.
Jessica Jouning, Senior Analyst, Global Listed Infrastructure, unveils the sectors poised for long-term investment opportunities within American Listed Infrastructure.
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