33 years of quality growth investing...

W.P. Stewart is a global investment advisor that has provided equity management services since 1975. As of March 31, 2008, we managed approximately $2.8 billion in assets for clients throughout the world. Our goal is to deliver superior, sustainable returns by investing in high quality and steadily growing businesses. We have preserved and increased the wealth entrusted to us by our clients for over three decades, outperforming the broader market during 23 out of 24 ten-year periods.

Historically, these assets were invested primarily in US equity portfolios and have achieved a highly successful 33-year track record. While we retain our focus in the US, our team of 14 experienced analysts (including our affiliate, Bowen Capital Management) now apply our single investment approach within a global context to successfully manage global and regional equity portfolios, as well.