Performance review: Narrative versus fundamentals

Markets often seize on a dominant theme and apply it broadly, rewarding what fits the narrative and punishing what does not.

29 April, 2026
5 mins

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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.

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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.