Equities

PT Schroder Investment Management Indonesia’s (“Schroders Indonesia”) equity investment management capabilities are built on a foundation of independent fundamental research and a disciplined investment process. The team emphasises a long-term approach with a focus on quality companies that exhibit superior corporate governance and sustainable growth potential. Our strategy is characterised by a contrarian approach to market over-reactions, prioritising stock selection as the primary driver of returns. The investment process combines top-down macroeconomic analysis with bottom-up stock selection, supported by a global and local network that provides essential information for decision-making.

Our equity team is composed of experienced professionals with a long history of working together, reflecting the team’s cohesiveness and stability. On average, our equity team members have 17 years of experience in the capital markets and 10.5 years of experience with Schroders Indonesia. This experienced structure underpins a long track record of outperformance and strict adherence to global standards in ethics.

Portfolio construction is collaborative and conviction-driven, involving systematic filtering of the investment universe, comprehensive fundamental and ESG (environmental, social, and governance) analysis, and regular strategic meetings. Our tailored valuation methodologies apply sector-specific metrics such as price-to-earnings ratios, EBITDA multiples, and discounted cash flow models.

Disciplined risk management is embedded throughout the process, with defined position limits and robust compliance checks to ensure portfolios remain aligned with both client objectives and our investment philosophy. Analysts and portfolio managers work closely together, continuously monitoring investments and evolving market conditions.

Schroders Indonesia offers equity investment solutions through mutual funds and bespoke mandates, delivering tailored solutions to a broad spectrum of client needs. We remain dedicated to providing high-quality service, extensive research coverage, and sustainable value creation, building lasting partnerships through excellence in investment management and active engagement.

Explore our range of equity funds managed by the Schroders Indonesia investment team here.