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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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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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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.
Our Australian Equities Growth team searches the market for companies providing strong return on invested capital. It is one of the characteristics that lead to strong share price growth for shareholders. James Hardie is one of those names, with return on invested capital of over 20%.
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.
Should 2020 change the way we think about company results? Our Australian Equities Growth team are prepared for the reopening of the economy, with their eye on a 2022 recovery over short-term earnings. Find out which stocks and sectors are positioned to outperform in markets ahead.
“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
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 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.
Value investors have seen their portfolios soar, while growth stocks have languished. In this paper we look at some of the drivers behind recent market moves, including the effect of rising interest rates, earnings disappointments and the subsequent de-rating of growth stocks.
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...
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.
Podcast: Positioning portfolios for volatility
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.
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.
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.
Discover innovative, mispriced stocks away from the bank and resources-heavy top 20. Our Australian Equities Growth team shares its insights and their discovery process.
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.
Facing our largest deficit since 1945, the question is how has the Federal Government set Australia’s course for the next decade. While the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of GDP by 2024 – a level inconsistent with a AAA credit rating.
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 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.
Afterpay is one of Australia’s most discussed stocks. But with key buy now, pay later players only scratching the surface of the Australian retail market, Duskho Bajic, Head of Australian Equities Growth, sees room for new competition. Dushko explores the evolving buy now, pay later landscape and shares how he identifies companies poised for success in an interview with Livewire.
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.
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.
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.
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 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
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