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Engagement is an important part of the day job for all of our analysts as it contributes essential insights to our bottom-up assessment of company quality.
We invest our clients’ money into portfolios, which at Stewart Investors, are made up of the shares of different companies. This investment process is guided by our investment philosophy – a set of guiding rules and principles that our investment team and portfolio managers follow.
We are frequently asked how we narrow down a universe of 15,000 Asian and emerging market companies to about 50 in our portfolio. This question is especially relevant now that we invest globally, expanding our universe to 65,000 companies, making the challenge even greater.
In addition to collaborative engagements, we support a wide range of organisations, initiatives and industry bodies that contribute to the development of industry standards and improve best practice.
To view Fund Factsheets, please access the First Sentier Investors website.