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Australia Asset Manager First Sentier Investors $15 Billion Quantitative Equities Investor RQI Investors Launches Global Value Fund (UCITS) Outside of Australia from $6.5 Billion Flagship Global Value Strategy Launched in 2008, New Fund Seeded with $50 Million ($20 Million Family Office & $30 Million Co-Investment from First Sentier Investors), Available to Investors in UK, Europe, Singapore & Canada, UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds
16th May 2025 | Hong Kong
Australia asset manager First Sentier Investors quantitative equities investor RQI Investors ($15 billion AUM) has launched the Global Value Fund (UCITS) outside of Australia from $6.5 billion flagship Global Value Strategy (launched in 2008). The new fund vehicle is seeded with $50 million ($20 million from a family office & $30 million co-investment from First Sentier Investors). RQI Investors Global Value Fund (UCITS) is available to investors in UK, Europe, Singapore & Canada. UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds. In 2019, First Sentier Investors ($127 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group), and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). Announcement (16/5/25): “RQI Investors, an Australian-based global quantitative manager within the First Sentier Investors group, that manages US$15.4bn, today launches a UCITS vehicle of its successful Global Value strategy available to UK, European, Singaporean and Canadian investors. The RQI Investors’ Global Value Fund is the latest vehicle of RQI Investors’ flagship Global Value Strategy; first launched in 2008, it collectively manages in excess of US$6.5bn (as at 31 March 2025). RQI Investors Global Value Strategy has delivered top quartile performance versus Value peers (both quants and stock pickers) outperforming the median global value managers in the Nasdaq eVestment database, by 3.6% p.a., 2.5% p.a, 1.6% p.a. and 1.3% p.a. over the last three, five, seven and ten years respectively … … The RQI Investors Global Value Strategy is globally managed by Dr. Joanna Nash, Dr. Ron Guido, and Dr Wang Chun Wei and Head of Investments, Dr David Walsh, each of whom have been with RQI Investors for approximately five years, and with over 15 years of financial service experience.” In 2025 March, First Sentier Investors alternative credit specialist AlbaCore ($9 billion AUM) is launching a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates. First Sentier Investors ($134 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group) in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific).
“ Australia Asset Manager First Sentier Investors $15 Billion Quantitative Equities Investor RQI Investors Launches Global Value Fund (UCITS) Outside of Australia from $6.5 Billion Flagship Global Value Strategy Launched in 2008, New Fund Seeded with $50 Million ($20 Million Family Office & $30 Million Co-Investment from First Sentier Investors), Available to Investors in UK, Europe, Singapore & Canada, UCITS (Undertakings for Collective Investment in Transferable Securities) is European Union Regulatory Framework for Investment Funds “
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RQI Investors’ Chief Executive, Andrew Francis: “This is an exciting development for RQI Investors, the company’s first investment vehicle outside of Australia as we seek to grow our highly successful business internationally. The Global Value strategy has an impressive 16-year track record, is highly regarded by global asset consultants and has excellent Australian based research house ratings. In addition, its track record is excellent versus value peers and value indices. The Global Value strategy is systematic, removing the issues of key person risk, is value-titled and contrarian in its approach. It has a higher yield and lower valuations than the market cap index, providing strong diversification benefits from index investing. It captures the value cycle whilst avoiding the pitfalls of value investing – that is, avoiding Value traps and stocks that are cheap for a reason. Its fees are highly competitive versus other active managers and the outcomes have been top quartile over ten years versus value peers. The new vehicle is being seeded with US$50m; US$20m from a Family Office, with a further US$30m co- investment from RQI Investors’ parent company, First Sentier Investors. To achieve this scale of seed investment from a Family Office is a huge endorsement of RQI Investors’ strategy and team, as is the confidence demonstrated by First Sentier Investors in matching the investment.”
Head of Investments at RQI Investors, Dr David Walsh: “We’re very pleased to be bringing the RQI Investors Global Value Strategy to new investors; the UCITS fund is well-placed to take advantage of the current market dynamics, where US-led concentration looms large.”
RQI Investors – RQI Investors is part of the First Sentier Investors group and manages US$15.4 billion (as at 31st March 2025) in Australian, global and emerging market shares across its Diversified Alpha and Value strategies. Established in 2008, RQI Investors is an Australian-based active quantitative equities investor that delivers investment performance by combining the best investment ideas with its unique blend of people, insights, research, portfolio construction and risk management.
Australia Asset Manager First Sentier $9 Billion Alternative Credit Specialist AlbaCore Launches $1.8 Billion Senior Direct Lending Strategy (First Close) with Anchor Investments from $1 Trillion Abu Dhabi Investment Authority (AIDA) Subsidiary and Mitsubishi UFJ Trust & Banking Corporation, Fund to Invest in Senior Private Loans in Upper-Mid to Large Cap European Corporates
30th March 2025 – Australia asset manager First Sentier Investors ($134 billion AUM) alternative credit specialist AlbaCore ($9 billion AUM) is launching a $1.8 billion (expected first close) Senior Direct Lending Strategy with anchor investments from $1 trillion Abu Dhabi Investment Authority (AIDA) subsidiary and Mitsubishi UFJ Trust & Banking Corporation, investing in senior private loans in upper-mid to large cap European corporates. First Sentier Investors ($134 billion AUM) was acquired by Mitsubishi UFJ Trust & Banking Corporation (Subsidiary of Mitsubishi UFJ Financial Group) in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific). Announcement (27/3/25): “European credit specialist AlbaCore Capital Group (“AlbaCore”) today announces the launch of a new Senior Direct Lending Strategy (“the Strategy”), having secured anchor investments from a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”) and Mitsubishi UFJ Trust and Banking Corporation (the “Trust Bank”). AlbaCore has successfully completed its first close, bringing together an expected $1.8 billion in investable capital. With the launch of the Strategy, AlbaCore is well positioned to take advantage of the growing opportunity set to finance loans, further expanding its market presence and delivering enhanced value to clients globally. The Strategy will leverage AlbaCore’s deep knowledge of European corporate capital structures to build a diversified portfolio of senior direct lending investments, focusing on downside protection and delivering attractive risk-adjusted returns. The Strategy will also draw upon AlbaCore’s thorough bottom-up fundamental credit analysis to primarily finance senior private loans in upper-mid to large cap performing European corporates.”
David Allen, Managing Partner and Chief Investment Officer at AlbaCore: “Securing commitments from ADIA and the Trust Bank for the first vintage of our Senior Direct Lending Strategy is a testament to the attractiveness of the opportunity set in the market and how well positioned AlbaCore is to take advantage of it.”
Hamad Shahwan Al Dhaheri, Executive Director of the Private Equities Department at ADIA: “This anchor commitment presented the opportunity to grow our existing relationship with AlbaCore, which has established itself as a leading specialist European credit manager. AlbaCore’s Senior Direct Lending strategy is well placed to address the significant and growing demand from European corporates for private credit solutions.”
Takafumi Ihara, Chief Executive, Asset Management & Investor Services Business Unit at the Trust Bank: “We are excited to support the Strategy through this anchor investment. This strategic initiative aligns with that of our global asset management business, which is to expand our private product competitiveness globally in the direct lending space.”
AlbaCore Capital Group – AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products. Founded in 2016, AlbaCore is part of the First Sentier Investors Group. AlbaCore’s investment philosophy is focused on capital preservation and generating attractive risk adjusted returns through the cycle for its investors. AlbaCore manages US$9.0 billion in AUM as of December 31, 2024 on behalf of global pension funds, sovereign wealth funds, consultants, insurance companies, family offices and endowments around the world.
First Sentier Investors – First Sentier Investors manages US$134.9 billion in assets (as of December 31, 2024) on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide. The firm was acquired by Mitsubishi UFJ Trust and Banking Corporation, a wholly owned subsidiary of Mitsubishi UFJ Financial Group, Inc. in August 2019, and operates as a standalone global investment management business with offices across Europe, the Americas, and the Asia Pacific. First Sentier Investors is a globally Certified B Corporation and signatory to the UK Stewardship Code. The firm’s investment expertise spans a range of asset classes and specialist sectors focused on delivering sustainable investment success based on responsible investment principles.
ADIA – Established in 1976, the Abu Dhabi Investment Authority is a globally-diversified investment institution that prudently invests funds on behalf of the Government of Abu Dhabi through a strategy focused on long-term value creation.
MUFG – Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with approximately 2,000 locations in more than 40 countries. The Group has about 140,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to “be the world’s most trusted financial group” through close collaboration among our operating companies and flexibly respond to all of the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world.
Trust Bank – Mitsubishi UFJ Trust and Banking Corporation, as a core member of MUFG, provides its customers with a wide range of comprehensive financial solutions leveraging unique and highly professional functions as a leading trust bank. Such financial solutions include real estate, stock transfer agency, asset management and investor services, and inheritance related services, in addition to banking operations. The Trust Bank aims to realize its vision to be the trust bank that can create a safe and enriching society and future alongside customers through trust; as such, its key concept is “Create a Better Tomorrow.”
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