Managed Accounts

Clients with one million dollars to invest are offered direct access to W.P. Stewart's managed account platform which provides total control, transparency and customization.

Strategies

U.S.-Listed Equity
Started in 1975, our U.S.-Listed Equity managed account offering remains our "flagship" product. U.S.-Listed Equity portfolios are comprised of 15 to 20 companies selected from the approximately 40 U.S.-Listed companies in W.P. Stewart's Investment Universe. The stocks chosen represent the highest conviction ideas of our portfolio managers.

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Globally-Listed Equity
From the tens of thousands of companies listed around the world, we think about 100 have the quality of business model and management we look for in an investment. Our global team of analysts, including our Hong Kong-based research affiliate, Bowen Asia, intensely follows those companies, ranking them on a consistent and comparable basis so that judgements on valuation and earnings growth can be made across international boundaries. In 2004, we began offering clients the option to invest in a Global Equity portfolio which consists of 25 to 30 of the "best of the best" businesses around the globe.

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Our Commitment to Client Service

Every W.P. Stewart managed account is assigned a dedicated Client Service Team, comprised of a seasoned Client Advisor assisted by two Associate Portfolio Managers. Our Client Service Teams serve as the principal contacts for clients and are always ready to answer questions, address concerns, coordinate meetings and provide account updates.

Learn About Opening A Managed Account »