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Clients who had invested $100 with us in 1975 would have generated a return on investment of 18.2% per year on average (after all costs), leading to over $21,800 by March 31 2007.
For more information about our track record please see Performance.
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This information is incomplete without the accompanying explanatory notes.
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Regulations
W.P. Stewart & Co., Ltd. is registered with the US Securities and Exchange Commission (SEC) as an investment adviser under the Investment Advisers Act of 1940. Various subsidiaries are also engaged in regulated businesses, as follows:
- Its New York research and investment sub-advisory subsidiary, W.P. Stewart & Co., Inc., and its Bermuda investment advisor subsidiary, W.P. Stewart Asset Management Ltd., are registered as investment advisers with the SEC;
- Its London research and investment sub-advisory subsidiary, W.P. Stewart & Co. (Europe), Ltd., is authorized and registered by the Financial Services Authority (FSA);
- Its Bermuda broker-dealer subsidiary, W.P. Stewart Securities Limited, is registered with the National Association of Securities Dealers, Inc. and the SEC.
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