Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report 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 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 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 China’s largest quick-service restaurant operator South Africa’s leading challenger bank, disrupting the incumbents Performance and documents Price and performance Distributions Documents and factsheets
Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns. 30 January, 2024 Article 8 mins
Experience over hope for Asian markets Markets will always do their best to push us to act in a short-term and emotional manner, particularly at times when events become somewhat extreme. These days all of us, market participants or not, seem almost entirely focused on uncertainty rather than promise. This is why having a strong philosophy and process is crucial. 29 November, 2023 Article 10 mins
Balance and behavioural biases As investors focused on quality, one can easily “fall in love” with an investment and be too forgiving in certain situations, potentially missing important warning signs or sell signals. One question that we frequently get relates to a common behavioural bias for quality investors: how do we balance admiration for a company without becoming too complacent? 05 October, 2023 Article 8 mins
Remaining optimistic on emerging markets The year 2023 turned out to be fairly pedestrian in terms of emerging markets’ performance. The asset class was weighed down by China, which recorded its third consecutive year of negative returns.