2191032597
  1. Aperçu présenté

The biggest competitive advantage an investor can have is time

In the 1960s, the average holding period for a stock was over eight years. Today, it’s less than six months. But with less time in the market, the narrow band of return dispersion means that many investors end up tracking the index, not beating it.

  • 6 Minutes

En savoir plus

Dernières publications

2191032597

The biggest competitive advantage an investor can have is time

In the 1960s, the average holding period for a stock was over eight years. Today, it’s less than six months. But with less time in the market, the narrow band of return dispersion means that many investors end up tracking the index, not beating it.
  • Article
  • 6 Minutes
how-we-identify-teams-built-to-last.jpg

Management quality: how we identify teams built to last

At FSSA Investment Managers, we invest in businesses we expect to be part of our portfolio for decades to come. That’s why we put such a premium on the quality of management teams, choosing leaders who we believe have the skills to build strong franchises and deliver long-term growth.
  • Article
  • 4 Minutes
focusing-on-quality-the-key-to-approach-in-global-emerging-markets.jpg

Focusing on quality: the key to our approach in global emerging markets

Many fund managers see high trading volumes and rapid portfolio turnover as evidence of constant re-evaluation and attention to detail. But the FSSA Global Emerging Markets (GEM) strategy favours a more patient, long-term approach, only investing in companies where we have high conviction in their prospects.
  • Article
  • 4 Minutes
shutterstock-1051250351-fssa-asia-opporunities-mod.jpg

Focused on the fundamentals

Our Asian equity strategies delivered reasonable returns in 2024, and our long-term track record remains solid. Despite the prevailing uncertainty and an uneven recovery across the region, our portfolio holdings were generally resilient.
  • Article
  • 8 Minutes
1215260959

Navigating uncertainty

The American economist Frank Knight once observed that uncertainty, unlike risk, cannot be quantified or predicted.
  • Article
  • 4 Minutes
gem-street-hero.jpg

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.
  • Article
  • 12 Minutes
india-castle-hero.png

Quelle « valeur ajoutée » ? !

Tandis que les valorisations de nombreuses entreprises de petite et moyenne capitalisation posent question, nous restons prudents. Nous pensons qu’il existe un certain nombre de raisons pour lesquelles la prime liée à l’Inde est justifiée.
  • Article
  • 3 Minutes