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Overview
W.P. Stewart is a global investment advisor that has provided equity portfolio management services since 1975. As of December 31, 2009, we managed approximately $1.5 billion in assets.
Our goal is to deliver superior, sustainable returns by investing in a concentrated portfolio of high quality and steadily growing businesses. We have preserved and increased the wealth entrusted to us by our clients for more than three decades, outperforming the broader market during 25 out of 26 ten-year periods.
Historically, the firm has focused on investing primarily in U.S. equity securities and has an outstanding 35-year track record. While we retain our focus on U.S. equities as our “flagship” investment offering, our team of eight experienced analysts also applies our singular investment approach to the management of global equity portfolios.
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Culture
We foster team effort and collaboration within a strong and challenging environment to achieve superior investment results. The long-term commitment between our company and our employees is evidenced by our performance-based compensation policies, employee stock ownership and the tenure of our employees. Our culture is a key factor in our ability to implement, over an extended period, an investment approach that uses intensive knowledge, broad experience and disciplined judgement.
We have been and remain committed to being an outstanding investment manager, providing our clients with both exceptional portfolio management and great client service.
Meet our team »
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