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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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Learn about investing in global emerging market equities with fssa im. our gem funds invest in high quality companies that outperform over the long term.
Podcast: debt markets from a global perspective
Learn about investing in asia pacific equities with fssa im today. our apac funds invest in high quality companies that outperform over the long term.
Learn about investing in the world's fastest growing markets with fssa investment managers. we invest in high quality equities that outperform over the long term.
This has been an unprecedented time which continues to evolve from a markets and covid-19 perspective. please tune in to a panel discussion with fssa’s lead portfolio managers: alistair thompson, director; martin lau, managing partner andvinay agarwal, director.
Mutations, it would seem, are not unique to the virus. Starting with some housekeeping, we always end our letters seeking feedback from our regular readers. Two common points we have received is that our letters are generally too long and the semi-annual schedule we have adhered to in the past is...
The most attractive point about india is that there are about 6,000 listed companies across a diverse range of sectors. that gives us the opportunity to invest in high quality businesses across a range of industries. this is unlike some other emerging markets where investors might f...
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.
The China equity market includes a myriad of share classes, each with distinct characteristics.
Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through february 2021. indian corporates are being for...
We have written about the spate of Initial Public Offerings (IPOs) in India and our reasons for staying away from them, for the most part. This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive. In the...
Despite china being the first country to face the challenges of covid, early optimism around its control over the virus seems to have waned. as chinese cities and provinces continue to battle against new variants and local surges, consumer spending is down and the economy is starting to slow. on ...
Strategists often argue that japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. we disagree. it is true that many of the large index constituents are companies with high overseas exposure or are highly sensit...
In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. While it can be easy to be deceived by articulate CEOs talking up a big gam...
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
global asset management group focused on providing high quality, long-term investment capabilities to clients. we bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. in emerging markets, they dominate the chinese market; but they can also be found in korea, southeast as...
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. while not quite comparable to the market movements seen during the dark days of march 2020, the recent...
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 an...
First state stewart asia believe the best companies can typically be found among the leading consumer, financial or industrial companies in the less developed parts of the world. here the team reflect on some investments made in emerging markets, including india, brazil, south afric...
fssa india webcast focus on the india subcontinent markets and asia pacific equities
While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic trave...
In our last client update, written through the depths of covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. with markets swinging violently to the downside on a riptide of fear, it was clear even then that activity was being driven ...
All of us have been brutally confronted by a new reality in the last few months. it has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. it is not surprising. life and the world ...
All of us have been brutally confronted by a new reality in the last few months. it has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. it is not surprising. life and the world ...
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