Aesop or Zeno? AI competition and the economics of staying ahead

Artificial Intelligence (AI) is advancing at remarkable speed, but history suggests that technological leadership does not always translate into lasting economic value. As competitors narrow the gap more quickly, investors need to look beyond headline innovation and ask harder questions about pricing power, returns on capital and the durability of competitive advantages.

22 October, 2026
4 mins

Latest insights

Filter by strategy

Our investment philosophy

Our investment philosophy has remained broadly unchanged for more than thirty years. We focus on identifying quality companies, buying them at a sensible price and holding for the long term.

Our approach to responsible investment

As long-term investors, we uphold the highest standards of responsible investment, guided by the principles of human rights, environmental stewardship and adherence to international norms.

Performance and documents

Latest fund price and performance, documents and factsheets for our range of actively managed funds

Insights

Our insight articles cover our views on companies and markets across Asia and emerging markets

By region

View latest articles

About us

FSSA Investment Managers are specialists in Asia and Global Emerging Markets. With our conservative, long-term investment approach, we seek to invest in quality companies, focusing on capital preservation as well as long-term capital growth.

Our team

Our team members come from diverse backgrounds and speak a number of local languages and dialects. We encourage different perspectives, backed by solid analysis, which contributes to the quality of our company research.

Career opportunities

We believe that looking at things differently is more important than following the herd or tracking an arbitrary index. We are looking for people who have a passion for business and investing to join the team and provide a different perspective on companies.