At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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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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Prices & performance
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Strategy Overview
Key Facts
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* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.
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Strategy Overview
Key Facts
Performance returns are calculated gross of management fees and net of transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.
Purpose built for gearing
Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality growing companies across the ASX 100.
Selecting quality stocks based on their suitability for leverage, we favour essential characteristics like strong balance sheets, ability to grow cash flows through varying market environments and liquidity. The actively managed portfolio is steered by a team skilled at gearing through rapidly rising and falling markets.
Portfolio Manager David Wilson explores our long history of gearing through market conditions – before diving into how the First Sentier Geared Australian Share Fund Complex ETF (ASX:LEVR) works.
* Gearing is high risk and magnifies gains and losses. Quotation subject to final ASX approval.
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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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