fssa-against-the-current.jpg
  1. Featured insight

Against the current: Why we’re focused on quality amid the market rally

High-quality, durable businesses are often overlooked during thematic market rallies – but these are the companies that tend to compound value over the long term.

  • 6 mins

Read more

Latest insights

1014805968

ASEAN All Cap Strategy - Fund Manager Q&A

The FSSA Singapore & Malaysia Growth strategy was renamed the FSSA ASEAN All Cap strategy in December 2021 to reflect a change in the portfolio’s mandate. The strategy is now able to invest in the broader Southeast Asia universe.
  • Article
  • 10 mins
fssa-india-views-feb-2022.png

India Monthly Manager Views - February 2022

We have just returned from India – the first investment research trip in India for our entire team in over two years. It was a liberating break from constantly hearing “You’re on mute!” on video calls whilst simultaneously being forced to appreciate your kids’ music lessons in the adjoining room.
  • Article
  • 3 mins
FSSA-global-emerging-markets.jpg

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
  • 10 mins
200505278-001

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
  • 8 mins
FSSA-india.jpg

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. The difference in perspective is critical.
  • Article
  • 10 mins
200505278-001

India: Monthly Manager Views - November 2021

This time, we want to talk about why new listings are important to keep the market vibrant and to keep the entrepreneurial spirit in the country alive.
  • Article
  • 3 mins