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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 asian equities with fssa investment managers today. our asia funds invest in high quality companies that outperform over the long term.
Access a global opportunity set with the on-the-ground research and skill of specialist emerging markets investors.
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 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.
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 f...
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.
Conservative equity income investors deserve access to the best investment ideas on the asx - and that when it comes to higher income generation, high yield stocks aren't always the best investment ideas. in this video, rudi minbatiwala shares his long-term approach to generating income from e...
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 ...
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...
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.
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.
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%.
“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.
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.
Income-seeking investors, typically pre-retirees and retirees, have objectives beyond just maximising returns. They are thinking about a blend of good returns, with lower volatility and consistency of income.
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 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...
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
First sentier investors news article: head of australian equities, dushko bajic discusses his thoughts on four high quality growth stocks. read more...
In this video, Head of Australian Equity Growth Dushko Bajic discusses the changing macro environment and navigating volatility within the investment process.
In the following video, Head of Australian Equity Growth Dushko Bajic discusses the impact of rising rates on company valuations and the economy.
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.
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.
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 ...
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.
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.
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.
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
Updates and thought pieces from our leading investment experts
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. this has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. but with over...
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 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
A focused team investing in companies as a key provider of capital for Australian small business.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
While many investors might understandably believe income and yield are the same, pursuing one over the other can deliver surprisingly divergent and apparently counterintuitive results.
Following the worst down turn in global resources markets in more than thirty years, both mining and energy equities have rallied hard from their early 2016 lows.
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 wi...
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.
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...
People are are at the heart of our success as a leading global asset manager
Mon 29 nov 2021: david allen has been appointed to the role of global head of investment management. david brings with him over 20 years of global asset management experience where he specialised in building investment businesses and leading investment teams.
Listed infrastructure has offered investors attractive risk-adjusted returns and lower correlations to traditional asset classes. This outcome has been achieved by providing effective downside protection during periods of equity market weakness.
Given its size and influence, china remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the us and australia. with a gdp equivalent to around 70% of the united states, many global portfolios continue to feature chinese equities. against t...
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 dr...
In our last naa review published in december 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. since then, the us and china agreed upon a phase one trade deal and the uk general election placed boris johnson in power, allowing the uk to officially...
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, moder...
Leading global investment manager, colonial first state global asset management (cfsgam) today announced the completion of its sale from commonwealth bank of australia to mitsubishi ufj trust and banking corporation