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  • 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.
  • Thinking about risk in Emerging Markets
    Albert Einstein famously said, “Not everything that can be counted counts and not everything that counts can be counted.” This holds true in many situations, but we think it is especially true when it comes to risk management.
  • Global Emerging Markets Equities Focus - March 2022
    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.
  • Five principles for investing in emerging markets
    As long-term, bottom-up investors, our starting point for finding suitable investments is to seek out companies that benefit from structural tailwinds and have clearly-defined competitive advantages.
  • Global Emerging Markets Equities Focus - December 2021
    Since our last update, the initial public offering (IPO) frenzy we have observed for the past 12-18 months has continued unabated. This is especially true in India where there have been around 100 IPOs so far this year.
  • Global Emerging Markets Equities update - September 2021
    Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especially in China-related companies — has been notable.
  • Evaluating management teams in emerging markets
    At FSSA Investment Managers, we believe that meeting management teams is crucial in assessing the quality of a company.
  • GEM Equities Focus - April 2022
    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.
  • Taking stock of five years managing the FSSA Global Emerging Markets strategy
    I started my career more than 18 years ago as a developed markets consumer analyst. It was a great introduction to investing – the consumer sector is extremely broad so I was able to gain experience across many sub-industries and look at a wide variety of companies.
  • FSSA GEM Focus strategy reaches 5-year anniversary
    Investment management is an industry where in the short run there is usually little relationship between process and outcome. In the long run, however, the link is very strong.
  • Insights
    Read the latest news and investment insights from FSSAIM's leading investment experts. We're specialists in APAC and Global Emerging Markets investments.
  • Resilience of the FSSA GEM Focus strategy in the event of a developed markets slowdown
    In the FSSA GEM Focus strategy we own high-quality businesses which have competitive advantages such as strong brands, distribution advantages, cost leadership, or simply providing a service/product that customers cannot live without. Historically, this has given them pricing power and the ability to preserve margins despite adverse headwinds.
  • Global Emerging Markets
    Learn about investing in emerging market equities with FSSAIM today. Access global opportunities and sustainable, long term growth with our specialist EM fund strategies.
  • Positioning for resilience in volatile times
    FSSA Investment Managers has been investing in Asia and global emerging markets for three decades.
  • Investing in great businesses
    One of the true competitive advantages we believe we have at FSSA is a genuine long-term investment horizon. For us, investing is not about trying to predict which stocks will rise or fall next month or quarter; rather, it is a non-speculative activity aimed at participating in the long-term value creation we believe the best companies can generate.
  • 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?
  • Our funds
    Discover our range of APAC & Emerging Markets (EM) funds today. FSSAIM are investment specialists for China, India, Japan and emerging market equities.
  • How should investors position themselves during periods of market volatility?
    Fund Manager Q&A
  • Performance and documents
    Learn about FSSAIM fund prices and keep track of performance with our comprehensive document library.