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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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Your search returned more than 50 results. The 50 most relevant results are displayed.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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.
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 sherlock ...
Jessica jouning, senior analyst, global listed infrastructure, unveils the sectors poised for long-term investment opportunities within american listed infrastructure.
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...
The responsible listed infrastructure fund 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 cas...
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
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...
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. the fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be bene...
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
Now available on demand: Adviser Roadshow 2023
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.
Video: infrastructure - the good, the bad and the ugly
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
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...
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.
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.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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
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...
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net ze...
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.
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 ...
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.
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 ...
The worldwide leaders sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
global listed infrastructure companies outperformed both global equities and bonds in 2022. we believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
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.
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.
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.
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.
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.
To view the dividend information for a specific fund please select the fund you are looking for.
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...
In this video rebecca sherlock, global listed infrastructure portfolio manager, outlines actions active managers can take to influence companies
First sentier investors recently presented at the responsible investment association australasia (riaa) annual conference and hosted a design lab on how responsible investors can shape the future of electric vehicles (ev). this paper outlines the key challenges for ev acceptance, analyses the rol...
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