Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy Climate change Insights Greater China Navigating China's net zero target China client update - November 2021 China’s Tightening Regulations China Equities Client Update Five trends shaping investments in China: 2021 and beyond China client update - January 2022 How will the “common prosperity” drive and Covid-zero policy impact China’s long-term appeal? Reflections on China’s market evolution over the last 30 years China equities: Quality and patience go a long way China equities: Keeping a long-term view Client update: A fast thaw after a long winter Meeting companies amid China’s post-Covid rebound 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? Indian Subcontinent Regional India Strategy - Nov 2021 Regional India Strategy October 2021 India's resilience and future opportunities India Monthly Manager Views - Sep 2021 India fund manager views - August 2021 India - Monthly Manager Views - June 2021 Resilience, inflation and earnings growth in India equities India fund manager views - IPOs India - Fund Manager Views - March 2021 Road to Recovery: 2021 and Beyond India Monthly Manager Views - Dec 2021 India Monthly manager Views - Jan 2022 India Monthly manager Views - February 2022 India Monthly manager views - April 2022 Fear of missing out Reflections on the past ten years of managing Indian equities India Client Update - February 2023 Quality at any price? Solara eclipse The India “exposure” What “Value Up”?! Global Emerging Markets Global Emerging Markets Equities Focus - December 2021 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 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 Greater China China’s leading property developer operating high-end shopping malls China’s largest home appliances company, benefitting from the premiumisation trend China’s largest online gaming and social media network Three decades of investing in China Indian Subcontinent Growth opportunities in India’s oral care market India’s largest private sector bank Accelerated growth in an under-penetrated category 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
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
China update: Staying the course with quality companies As conservative investors, we seek high-quality companies with trustworthy management, sustainable models, and strong moats for long-term growth and capital preservation in China. 03 October, 2024 Article 5 mins
What “Value Up”?! Whilst valuations of many small and mid-cap companies are questionably high, we are being prudent; and we believe there are a number of reasons why India’s premium is well justified. 16 July, 2024 Article 3 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.
