Explore our investment strategies 

To see true potential you need to look at things differently.

ASIA PACIFIC

A different perspective

Tap into the rise of the Asian consumer. More than half of world’s 4 billion middle-class consumers live in Asia.

As Asian countries become richer, they have been transitioning towards consumption-based economies, translating higher per capita income into increased spending across goods and services. Today, there are about 4 billion middle-class consumers according to the Brookings Institute and more than half of them live in Asia."

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Meet the manager

A short insight into how Alistair Thompson and Richard Jones, Directors think about life and investing.

About the strategy

A behind-the-scenes look at the investment philosophy for the Asia Pacific investment strategy.

Investment insights

Riding out the turbulence with our North Star

As the world continues to lurch from Covid-surges to reflexive and localised lock-downs, everybody is now looking through to a mythical status quo ante bellum – the before-Covid-times, when the world was just hunky-dory.

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Investing in uncertain times – what experience has taught us

Every downturn is different – the Global Financial Crisis and the Asian Financial Crisis were primarily debt-related, while SARS and Covid are obviously health-related, with a knock-on effect on growth and consumption.

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How we invest

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Diversified and differentiated

The broad Asia Pacific universe provides diversification, while bottom-up stock selection and high active share^ differentiates our portfolios from the benchmark index.

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High conviction investments

A focused portfolio of 40 to 70 companies ensures that only the highest conviction investment ideas are included.

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Integrated ESG analysis

ESG analysis, shareholder engagement and proxy voting is fully integrated into the investment process.

Investment themes

FSSA’s Asia Pacific portfolios are built company by company from the bottom up, with little regard for index positioning.  We are focused on growth in an absolute return* sense and construct portfolios of high quality companies with effective management teams, long-term, sustainable growth drivers and strong financials. With low penetration rates for goods and services, and barriers to entry which protect profits and cash flow, the leading companies in the region have a good track record of compounding earnings and creating long-term value for stakeholders.

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Dominant consumer franchises

With favourable demographics and populations that are still growing – particularly in Southeast Asia and India – we believe dominant consumer franchises can offer good growth potential over the long-term.

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High quality financials

We believe banks and high quality financials should benefit from similar drivers as consumer businesses: demographics, rising incomes and urbanisation.

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Rise in healthcare spending

Many countries are under-invested in healthcare compared to the global average. As these economies become richer, we expect healthcare and health-related spending to rise.

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A connected and automated world

As the world embraces a digital future, Asian technology firms should benefit from strong demand and a growing market. At the same time, lower-cost robots allow manufacturers to better automate their processes.

^ Active share is a measure of the percentage of stock holdings in a portfolio that differs from the benchmark
* Absolute return is the return that an asset achieves over a specified period