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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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Our portfolio managers are supported by equity analysts with a proven track record of fundamental bottom-up stock research in smaller Australian companies.
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.
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.
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.
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
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
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.
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.
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.
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.
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.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
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.
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.
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.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
We are a small team of passionate investors managing, on behalf of our clients, investment funds with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
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 there have been a number of conflicts taking place in Ukraine since 2014, the escalation of this conflict in 2022 led to sanctions that were unprecedented in scope and severity at state level as well as for corporates.
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.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
People are are at the heart of our success as a leading global asset manager
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.
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.
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
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