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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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First Sentier Investors launches the Sustainable Investment Institute
First Sentier Investors (FSI), a leading global investment manager today announced new Director of the Sustainable Investment Institute
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
First Sentier Investors, a leading global investment manager, today launches a nature and biodiversity guide for institutional investors to identify, assess materiality and responses to nature and biodiversity risks in portfolio companies.
The proposed new national industry body would lead projects on behalf of members, including working together on a national strategy and targets, providing a strong voice with government, and educating consumers about appropriate disposal and recycling.
Nature and biodiversity are quickly becoming an important agenda item for policymakers, businesses and capital markets.
Global investment manager Igneo Infrastructure Partners (Igneo), has reached an agreement to acquire a 100% interest in Elliott Green Power Australia (EGP) via its Australian renewables business, Atmos Renewables.
Most investment professionals believe that neither ESG nor long-term factors are efficiently priced by markets. Around 75% believe that investors are over sensitive to short-term factors. A similar number believe that risks and opportunities associated with ESG externalities are not being captured in market values.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit. However, in our view, each of these factors has been overly exploited over the past 20-30 years and everything has become secondary to “profit” (to be used interchangeably with “market capitalisation”, albeit the link between the two has grown tenuous in recent years). The chart below, which shows how corporate profits have grown in relation to GDP in the US, captures the trend well — the ratio has more than doubled over 30 years. In other words, the pendulum has perhaps swung too far in favour of capital market participants.
Climate related litigation against directors and trustees is increasing globally. As the science around climate change evolves, how companies prepare for and manage these issues will be increasingly in the spotlight. As climate impacts grow, so do the duties, risks and implications for both companies and investors. Below is a brief summary of the fourth Climate Change Whitepaper – Fiduciary & Directors duties and legal risks for companies.
This paper outlines the responsible investing approach adopted by various First Sentier Investors investment teams across the globe. It involves a holistic way of thinking that addresses multiple impacts across multiple environmental, social and governance (ESG) measures. We believe it can lead to better long‑term financial and sustainability outcomes, across more measures, than more traditional frameworks.
In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. He believes they should extend their vocabulary (and minds) to include verbs, alongside their highly prized nouns, to allow the underlying processes, context and organic nature of complex systems to be described in full technicolour.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.

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First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM).

This material does not take into account your objectives, financial situation or needs. Before making an investment decision, you should consider the information on this website and the Product Disclosure Statement (PDS) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs.

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