Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy Climate change Insights Greater China Asia Pacific Asian Growth Update - June 2021 There's more than a label: focus on powerful structural themes Asian Growth Update - January 2021 Finding the silver lining in Asia Pacific markets Experience over hope for Asian markets Return-free risk, or opportunity knocks in Asian equities? Focused on the fundamentals Global Emerging Markets Global Emerging Markets Equities update - September 2021 FSSA GEM Focus strategy reaches 5-year anniversary Taking stock of five years managing the FSSA Global Emerging Markets strategy Five principles for investing in emerging markets Investing in great businesses Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown Emerging markets: quality from a broader stakeholder context High-quality financials in emerging markets Navigating uncertainty Responsible Investment Our funds Asia Pacific Diversified retailer with a dominant consumer franchise Good growth potential in China for Asia’s leading insurance giant Pure-play foundry taps into the growth of smart devices Global Emerging Markets Superior insurance franchise in India with long-term tailwinds South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Distributions Documents and factsheets
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient. 05 March, 2025 Article 8 mins
Navigating uncertainty The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted. 26 February, 2025 Article 4 mins
High-quality financials in emerging markets Our investment philosophy focuses on owning high-quality businesses in emerging markets for long-term wealth creation. We target "structural compounders" with strong management, sustainable models, and competitive advantages. 09 October, 2024 Article 12 mins
Focused on the fundamentals Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.
