Specialists in Asia and Global Emerging Markets

An autonomous team within the First Sentier Investors Group, we are bottom-up investors, using fundamental research and analysis to construct high-conviction portfolios.

Who we are

Why Asia and Emerging markets?

The fastest growth and some of the highest level of innovation is happening in Asian and Emerging Market economies. 

With this progress comes a burgeoning middle class with a propensity to consume and levels of company formation reminiscent of the US in the early 20th century.

But it’s also a complex market, requiring deep insight, local knowledge and a questioning, sometimes contrarian perspective to ensure opportunities are interrogated with a view to long-term success. 

It’s that different perspective that gives FSSA Investment Managers an edge.

Our high-conviction strategies

Our range of Asia Pacific strategies cover small, mid and large-cap companies. The portfolios are invested in quality companies that we believe have long-term, sustainable growth drivers and should benefit from Asia’s structural tailwinds. 

Our Global Emerging Markets strategies cover developing and frontier markets companies and are biased towards mid-cap companies that have the potential to grow much larger over time. We tend to favour dominant franchises operating in industries with long-term structural tailwinds. 

Why FSSA Investment Managers?

At FSSA Investment Managers we believe that to consider the future, you need to understand the past. We believe that preserving capital is the most important aspect of growing it. And we believe that looking at things differently is more important than looking at things too closely. With this distinct perspective, we look to invest in good people running good businesses who can deliver sustainable, long term growth. 

1988 team established

Our history reflects our long-term approach; we look for quality companies that we can buy and hold over time.

Absolute return mind-set

Our investment approach focuses on generating absolute returns for our clients. With every investment we make, we look at the potential downside and not just upside.

20+ investment professionals

Our team of specialists conduct fundamental analysis to find quality companies at sensible prices.

ESG fully integrated

Environmental, social and governance as an analysis is fully integrated into our investment process since the team’s establishment.

Our latest thinking

Over the past few years, global emerging market (GEM) investors have dealt with a series of challenges, including a surging pandemic, local lockdowns and widespread travel restrictions.
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In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour.
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