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Newsletters & Commentaries


August 9, 2010                                                  International Equity Monthly Newsletter         International equity markets moved upwards across the board in the month of July, and while W.P. Stewart accounts also moved higher in the month, they gave some ground against the indices having performed strongly in the first half of the year.

August 6, 2010                                                    U.S. Equity Monthly Newsletter                        We are now seven months into the year and equity markets, as measured by the S&P 500, are virtually unchanged since the start of the year. 

July 9, 2010                                                        Global Equity Quarterly Newsletter
The majority of the world's major equity indices recorded double-digit declines with the MSCI World Index down over 13%.

July 9, 2010                                                     Second Quarter 2010 Review                            William P. Stewart is the portfolio manager for W.P. Stewart Holdings Fund, an offshore fund that is not typically available to U.S. investors.  Provided is an excerpt from the second quarter report of the Investment Manager of the fund.

 

 

In the Press


August 2, 2010
Mark Phelps Highlights the Benefits of a Concentrated Portfolio Investment Approach

July 19, 2010
SmartMoney.com Quotes W.P. Stewart Quarterly Newsletter on the Long-Term Outlook for Stocks

July 14, 2010
Mark Phelps Discusses Cash on Corporate Balance Sheets with CNNMoney.com      

June 21, 2010
The Wall Street Journal Quotes Jim Tierney on the Importance of Retailer Relations     

June 17, 2010
Jim Tierney Makes the Case for Quality Stocks with Gregg Greenberg on The Real Story (Podcast)    

May 6, 2010
Mark Phelps Discusses Opportunities for U.S. Companies in Emerging Markets with Kiplinger

April 28, 2010
Bloomberg Businessweek Quotes Jim Tierney on Google

 

 

 

Events


July 15, 2010
Second Quarter 2010 Client Conference Call 
Audio replay of the firm's quarterly client conference call held on July 15, 2010.  Includes comments on the global economy by Mark Phelps, a valuation discussion by Jim Tierney and a review of the retail sector by Stacey Brodbar. 

November 6, 2009
Annual Investment Seminar Presentations Presentations from the W.P. Stewart Annual Investment Seminar hosted in New York City on Friday, November 6, 2009.

* Historical commentaries are provided to illustrate W.P. Stewart's investment philosophy and we undertake no responsibility to update such material.