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The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.
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.
With volatility here to stay, a strained relationship with China and the savings rate predicted to increase in Australia, what are the major trends shaping 2021 for investors? Head of Australian Equities Growth, Dushko Bajic, explores a wide range of issues impacting the market and shares his insights into sectors rich with growth opportunities.
In a year characterised by volatility, Dushko Bajic, Head of Australian Equities Growth, explores why high quality, high growth companies are attractive over the long term, and shares examples of stocks running their own race.
With 40% of ASX revenues earned outside of Australia, our Australian Equities Growth team knows the right questions to ask of companies with global ambitions. Head of Australian Equities Growth, Dushko Bajic, shares his guide to finding companies ready to grow.
We think Australian banks are set for a recovery. Australian Equities Growth Head of Research, Christian Guerra, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
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.
Before considering divestment, our Australian Equities Growth team believes in engaging with companies on ESG issues. Head of Australian Equities Growth, Dushko Bajic, explains why walking away isn’t always the best way to drive better ESG outcomes and shares one investment lesson from 25 years in the share market.
“The stock market has a knack of taking wealth out of the hands of the impatient and into the hands of the patient,” says Head of Australian Equities Growth Dushko Bajic. Learn why ESG matters for Australian 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.
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.
Pilbara iron ore leads the global market for this in-demand resource. Watch this video with Head of Australian Equities Growth, Dushko Bajic, for an outlook for the iron ore trade.
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 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
In the following video, Head of Australian Equity Growth Dushko Bajic discusses the impact of rising rates on company valuations and the economy.
Our continent is surrounded by a safe-haven of ocean, but global trade sees no borders with 40% of revenues from the ASX being earnt offshore. Head of Australian Equities Growth, Dushko Bajic, shares 8 Australian companies set on making themselves a household name around the world.
First Sentier's David Wilson shares insights from 40 years of stock-picking experience.
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.
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 this video, Head of Australian Equity Growth Dushko Bajic discusses the changing macro environment and navigating volatility within the investment process.
First Sentier Investors news article: Head of Australian Equities, Dushko Bajic discusses his thoughts on four high quality growth stocks. Read more...
Podcast: Positioning portfolios for volatility
Would you believe that increased data consumption over the past 12 months has not benefitted the telecommunications companies? Australian Equities Growth Head of Research, Christian Guerra, looks deeper into the operation of the internet at some compelling investment opportunities.
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.
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.
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.
“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.
The latest reporting season demonstrated the pace of economic recovery in Australia, and painted a positive outlook for quality Australian companies. Below are some insights that investors may consider as they look at their Australian equities portfolios in 2021.
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.
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.
There are many companies that have benefited from rising health care spend globally – but some companies will only reap the benefits for investors in the short term. Head of Australian Equities Growth, Dushko Bajic, shares his insight into a company which has experienced 5 years of growth in just 12 months, and will use its accelerated distribution footprint to grow well into the future.
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.
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.
This year’s August 2024 reporting season has concluded with most ASX-listed companies disclosing their profit results and guidance for the 2025 financial year ahead.
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.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
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.
First Sentier Investors’ David Wilson and Christian Guerra unpack why 2025 has opened to one of the most volatile reporting seasons in years.
First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.
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.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
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 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
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.
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 below expectation. Our investment approach focuses on selecting companies with strong return on equity and return on invested capital, and these companies delivered superior returns overall. We actually saw EPS grow by 26% over the previous corresponding period, and expect a further 20% growth in the financial year ahead. Put simply, investors in quality stocks were rewarded by strong performance through the reporting season. We were also pleased to see that overall, Australian companies have strong cashflow and balance sheets.
Just like momentum or quality, ESG can be approached as a filterable factor. Find out how it’s possible with Realindex Portfolio Manager Joanna Nash.
As long-term investors, we know that the investment decisions we make today affect communities in the future. Investment decisions can have implications for the environment and a very tangible human impact. We believe that engaging with companies on issues such as climate change, diversity, modern slavery and biodiversity has the power to change people’s quality of life all over the world.
People are are at the heart of our success as a leading global asset manager
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.
The ongoing global outbreak of the Coronavirus (COVID-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. The dramatic sell off in equities across the board has included property securities markets.
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