1. Featured insight

The Friction Test: What the market gets wrong about AI disruption

It has been a difficult period for the fund. At the time of writing, a number of our holdings are being challenged by an increasingly narrow view of where durable value creation will sit in an artificial intelligence (AI)-driven world.

  • 8 mins

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Latest insights

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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.
  • Article
  • 6 mins
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India Monthly Manager Views January 2022

Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
  • Article
  • 4 mins
87379600

India Monthly Manager Views - January 2022

Land, Labour, Capital and Entrepreneurship. These are the well-known “Factors of Production” as defined by classical economists. The Entrepreneur (or Company) is the one that combines these factors to earn a profit.
  • Article
  • 4 mins
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India Monthly Manager Views December 2021

50x P/E! 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief.
  • Article
  • 5 mins
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India Monthly Manager Views - December 2021

50x P/E!1 70x P/E! 100x P/E! Valuations that were outrageous just a few years ago are commonly bandied about by most of the investment community these days. But, ask any respected business owner and they would shake their head in disbelief.
  • Article
  • 5 mins
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End of Year review - Martin Lau

Martin Lau, Managing Partner FSSA Investment Managers, heads up the FSSA China strategies and looks back on 2021 in the video below.
  • Article
  • 2 mins
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End of Year review - Rasmus Nemmoe

Rasmus Nemmoe, Portfolio Manager at FSSA Investment Managers manages the FSSA Global Emerging Markets strategies and looks back on 2021 in the video below.
  • Article
  • 2 mins
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End of Year review - Alistair Thompson

Alistair Thompson, Director at FSSA Investment Managers, heads up the FSSA Asia Pacific strategies and looks back on 2021 in the video below.
  • Article
  • 2 mins