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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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Emerging companies

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Strategy Overview

Key Facts

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Our emerging companies team has a talent for finding businesses who are set up for success, and helping to fund their future. Senior Portfolio Managers Tim Canham and Wik Farwerck identify small, cashflow-positive companies who look set for big futures. The team’s active ownership philosophy means they go ‘on the journey’ with the companies they invest in - contributing to, and sharing in, their potential for long-term success.

The emerging companies team works hard to uncover the hidden gems of the smaller end of town

This strategy can provide diversification for your portfolio, and an opportunity to share in the upside of long-term company growth.

Small but mighty

We believe small companies who generate consistent returns and reinvest above their cost of capital can provide greatest shareholder value.

Hidden gems

The small and micro-cap market is crowded, but our team has more than 24 years’ experience identifying the companies with solid foundations set for a bright future.

Active ownership

By taking significant ownership stakes in companies, we are in a position to foster good governance practices and provide a sounding board for management.

Why invest with us in emerging companies?

 

The team’s investment philosophy is that companies generating consistent returns and reinvesting above their cost of capital provide greatest shareholder value.

  • By identifying small, fast-growing businesses to co-invest in, we help these companies to achieve their goals, while aiming to deliver long-term returns to investors.

  • A deep understanding of risk/return, coupled with strong relationships with management, allows the investment team to identify to companies that have potential be successful over the long term.

  • The close and collaborative emerging companies team is led by two Senior Portfolio Managers who each research stocks and operate together to manage portfolios, supported by a dedicated Investment Analyst.

Case study

Genex Power: all that glitters was once gold

Genex Power is making its mark in the energy sector with the Kidston Clean Energy Hub, located on two decommissioned gold-mining pits in Far North Queensland. Phase One of the hub - a large-scale solar farm - is already generating and exporting solar energy to the grid. The next, exciting phase of the project provides a way to store this energy, at a fraction of the price of the most common renewable energy storage (batteries)*. 

This innovative Pumped Hydro technology works by pumping water from a lower reservoir to an upper reservoir when energy is in surplus, then releasing that water to generate power at times of peak demand and peak price. This manages energy demand and makes solar and wind energy supply more stable.

The Kidston Hub has received funding from the Queensland Government, which designated it ‘critical infrastructure’. It has also received funding from  the Clean Energy Finance Corporation and a $619m debt facility from the Northern Australia Infrastructure Fund.

These votes of confidence from government are among the reasons for choosing to invest in Genex. Other attractive features are the company’s solid management team, innovative approach, and potential ability to deliver consistent earnings in coming decades.

As Australia seeks to tackle climate change by lowering emissions, Genex is an important piece in Queensland’s wholesale electricity puzzle: a well-run company making a real difference.

 

*Morgans estimates pumped gas is 1/10th of the cost of battery storage, Morgans Equity Research 3/10/18

Meet the emerging companies team

Tim Canham

Senior Portfolio Manager

Wik Farwerck

Senior Portfolio Manager

Want to know more?

Contact your Key Account Manager