Sitemap Who we are About us Our philosophy Our team Careers Responsible investment Our approach Carbon footprint Exclusion policy FSSA Environmental, Social & Governance (ESG) Report Climate change Insights Greater China 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 Experience over hope for Asian markets Return-free risk, or opportunity knocks in Asian equities? Indian Subcontinent An essay on not investing Solara eclipse The India “exposure” India Equities: Fund Manager Q&A What “Value Up”?! Global Emerging Markets Investing in great businesses Resilience of the FSSA Global Emerging Markets Focus strategy in the event of a developed markets slowdown Emerging markets: quality from a broader stakeholder context Our funds Asia Pacific Indonesian bank with low cost deposits, high returns and growing market share 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 India 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 Documents and factsheets
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
FSSA ESG Report 2023: highlighting our ESG activities and company engagements At FSSA Investment Managers we seek to invest in quality companies and hold them for the long term. To us, “quality” and “ESG” are synonymous; therefore, we have embedded ESG analysis within the team and have integrated it into our fundamental company research. 26 June, 2024 Article 5 mins
Return-free risk, or opportunity knocks in Asian equities? Uncover the untapped potential of Asian markets and emerging economies, as the article explores rebound opportunities and strategic moves in the FSSA Asian Growth Strategy portfolio. 13 June, 2024 Article 10 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.