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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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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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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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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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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.
Explore australian companies poised for global growth in a fast-growing market segment with dawn kanelleas, head of small and mid cap companies. her small companies strategy has outperformed the market over the medium and long term in the 12 years the tea...
A focused team investing in companies as a key provider of capital for australian small business.
small and mid-cap companies give investors access to some of the higher-growth technology, healthcare and renewable energy opportunities available in australia.
A substantial number of businesses impacted by the knock on effects of the pandemic have turned to capital raisings to see them through the covid-19 crisis. we talk to senior portfolio manager small & mid caps, dawn kanelleas, about the asx-listed companies she has decided to back t...
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.
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.
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,...
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.
As small companies flourish, revenue and earnings growth are typically expanding at their fastest point in the company’s lifecycle – growth that larger, more mature companies would find difficult to replicate.
The mid caps space is characterised by successful companies with strong growth profiles, which can offer attractive diversification benefits to australian equity portfolios. yet they comprise only a small proportion of a typical broad-based portfolio. in this article we highl...
Updates and thought pieces from our leading investment experts
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
Incorporated in 1885, bhp began as a silver, lead and zinc mine in broken hill, australia. over the next century the company grew into one of the largest diversified resource companies in the world with operations including oil and gas, steel production and mining of a variety of commoditi...
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.
Despite straddling two of the most disrupted years in living memory, the fy20-21 reporting season was overall very positive. in our analysis, around one-third of companies [that we cover] surprised us on the upside, around one-third delivered in line with expectation, and one-third were b...
If you had invested $10,000 into the first sentier wholesale australian small companies fund back in 1994 your investment would now be worth more than $250,000.
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
The performance of the australian economy over 2017 to date can best be described as mediocre. the end of the mining investment downturn is near, the consumer environment is challenging while there are ongoing concerns around a build-up of risks in the housing sector.
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.
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.
People are are at the heart of our success as a leading global asset manager
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 sh...
In recent years we have been hearing a great deal about digital ‘disruption” and how it has been re-shaping the global economy and the society we live in. But are we focusing too much on the digital drivers and not enough on other areas of disruption across the economy?
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 b...
The energy crisis in europe has boosted global demand for lng. global listed infrastructure companies pioneered the us lng industry, investing us$50 billion since 2010. the energy crisis is providing an opportunity for lng to secure its role as a transition fuel. with reliability and secur...
Leveraging our recent paper, ‘Reducing carbon intensity in portfolios: Better news than you think’, which analysed the investment impact of reducing carbon exposure versus the benchmark; we turn our attention to how we can reduce carbon risk in our Value strategies.
In a low-rate world, generating income is more difficult than ever. With bond markets changing daily and cash rates close to zero, cash and fixed income can no longer do the heavy lifting for income-focused investors. Against this backdrop, how can investors use equities to generate income and re...
Australia currently has a unique opportunity to set up a framework that can support investment aligned with the nation’s sustainability goals, by means of the australian sustainable finance strategy (“the strategy”).
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
An overview of the asian equity plus and asia pacific small-caps strategies in august 2020.
The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&P/ASX200 almost halved in value over the 22 trading days from February 21st.
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...
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.
With the all in yield on high quality australian sustainable loans the highest it has been in a decade, it may now be a good time for investors to consider an allocation to this area of the market.
Dialling down carbon intensity in portfolios could have less of an impact on risk and return than some might think, but the impact will vary depending on the sectors, styles and regions investors are weighted towards. globally oriented investors can potentially reduce carbon intensity with a s...
As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. These monthly manager views are based on the team’s discussions with company management and the in-depth analysis ...
Last quarter i visited infrastructure companies in tokyo, osaka and nagoya. the trip included visits to ten corporate head offices and three site tours. this paper seeks to share some of the key findings from my meetings with japanese passenger rail and utility companies.
Investors with patient capital play a crucial role in financing innovative companies and bringing their long-term vision to life. but projects need to line up multiple stakeholders to succeed, and it can take years for the stars to align between regulators, governments, investors and marke...
The China equity market includes a myriad of share classes, each with distinct characteristics.
2020 has been a bumpy ride for many since the Covid-19 outbreak first took hold earlier in the year. Since our last Neutral Asset Allocation (NAA) review, there have been several developments however attention is still dominated by the ongoing pandemic. At least as we near the end of this turbule...
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
The world is on the cusp of a revolution in low-carbon technologies, and they are set to reshape many of our supply chains. The not-so-humble battery sits at the heart of this shift: the growth of electric vehicles (EVs), and renewable power generation/storage, will increase demand for a range ...
We pose the question – what if we could develop a way of predicting which companies are more likely to be suffering distress, and which were not? the idea contains three parts: a. certain individual observations or metrics can separately tell us about stocks that might – in the near futur...
What are zombie firms? how can they affect australian investors?
Much has been made of the australian dollar’s (aud) recent rally against the us dollar (usd). after spending much of 2016 and the first-half of 2017 averaging around $us0.75, the rally in the aud to closer to $us0.80 in late june and early july has led the market to the question; what does...
We recently reviewed the Neutral Asset Allocation (NAA) for the First Sentier Multi-Asset Real Return Fund; an exercise that is undertaken twice a year. This note summarises the key drivers of investment markets over the most recent six month period and outlines the changes made to the NAA fol...
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