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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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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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Peter meany, head of global listed infrastructure securities and andrew greenup, deputy head of global listed infrastructure provide an update on the fund's performance throughout the fourth quarter, 2016.
The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business. here global listed infrastructure securities portfolio manager rebecca sherlock breaks down what sustainability m...
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Andrew greenup, deputy head of global listed infrastructure securities, rebecca sherlock, portfolio manager and jessica johnson, senior analyst provide an update on the fund's performance throughout the second quarter, 2017.
Discover opportunities in infrastructure. infrastructure provides essential services for the way we live. it also offers investment opportunities as companies look to solve issues around digital connectivity, urban congestion and renewable energy.
We look for companies increasing the share of renewables in the global energy mix by decarbonising power generation assets and investing in electric vehicle infrastructure.” first sentier investors global listed infrastructure portfolio manager rebecca myatt bel...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
From telecommunications to transport, global listed infrastructure portfolio manager edmund leung shares his analysis of the assets poised to grow - and rebound - in a post-pandemic world.
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.
The fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. within this space, we seek companies ...
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility. in this video, re...
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
Investors are cautious on infrastructure stocks over inflation concerns, when many of these assets have done the ground work to survive and thrive in inflationary environments.
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.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
Video: infrastructure - the good, the bad and the ugly
Property and infrastructure companies are the essential components that underpin our societies. they are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move arou...
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 wi...
Learn how our investment team delivers capital growth and inflation-protected income by investing in a globally diversified portfolio of infrastructure securities.
Leading global investment manager, first sentier investors, today announced the launch of its responsible listed infrastructure fund (the fund) to australian institutional and wholesale investors.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
2020 has been a remarkable year for infrastructure operators and investors, with covid-19 abruptly changing the way we work, play and travel. lockdowns have not been seen on this scale since world war two, impacting short-term earnings for assets like toll roads and airports.
I recently returned from a two-week, coast-to-coast trip across the united states, talking to institutional clients, pension funds and investment consultants. the mood on the ground is one of caution. rising inflation and interest rates are on everybody’s mind. a war in europe and spiking oil pri...
A tale of two sectors
Despite the extraordinary events since its launch in june 2007 – including the global financial crisis, volatile commodity prices, and political upheaval in many parts of the world – the strategy has delivered strong, consistent returns through a focus on valuation, quality and active mana...
In an environment of uncertainty, infrastructure investments can provide investors with a sense of reassurance. regardless of short-term market ‘noise’, every nation depends on roads, utilities, airports, railways, pipelines and wireless towers, in order to function effectively. these sect...
The sustainability report interviews portfolio manager rebecca myatt about the companies reducing their emissions in the global listed infrastructure universe.
Each of our multiple investment teams are specialists in their respective fields and set their own investment philosophies and processes. Our commitment to responsibility investment is a common thread which runs through all our diverse investment capabilities.
Billionaire buddies, warren buffett and bill gates both have large portfolios of infrastructure assets. infrastructure investments provide these billionaires with inflation-protected income and defensive capital growth. should you have an investment in global listed
Updates and thought pieces from our leading investment experts
Learn more about the emerging market fund which aims to outperform the MSCI Emerging Markets Index over rolling five year periods before fees and taxes.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
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.
The coronavirus crisis has highlighted infrastructure companies’ ‘social license to operate’ . the global lockdown has reminded us which services are essential for society to function at its most basic level, as we have all retreated into our own homes. our basic needs come down t...
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty...
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.
Leaving a hot australian summer i flew into a cold european winter to spend a week researching infrastructure. following is a brief summary meant to provide an insight into a day in the life of a global listed infrastructure investor.
Many listed infrastructure companies provide customers with cleaner and greener services than the alternatives. this paper looks at how us-listed railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction. we ...
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.
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.
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value ...
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.
Florida is home to world leading infrastructure companies. the us state offers investors exposure to strong demographics, pro-business politics and sensible regulation. sunshine state is more than just a reference to the weather.
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.
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
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.