Strategy Overview

Key Facts

We aim to allocate client capital to good quality companies with sound growth prospects and strong management teams, and to ensure that we pay what we consider to be sensible prices for these investments. We define risk as a loss of client capital rather than deviation from a benchmark.

Stewart Investors – long-term value in global equities

  • Principle of stewardship underpins all investment decisions
  • Small dynamic investment team who are personally invested in the strategy
  • Investment philosophy, approach and process tested through diverse market conditions for almost three decades

Why Stewart Investors

Stewart Investors provide exposure to regional and global companies in portfolios which are not based on any benchmark, but rather the quality of each business and the proven long-term stewardship approach applied by its management and board.

We also offer a suite of regional and global Sustainable Development strategies which apply the same investment process only targeting those companies particularly well-positioned to benefit from and contribute to sustainable development objectives

More information Stewart Investors approach, including regular updates and articles can be found on their website: