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Since our founding in 1975, W.P. Stewart's belief that stock prices follow earnings growth has led to superior portfolio performance.
W.P. Stewart has maintained a consistent investment philosophy during our 35 year tenure. We have preserved and increased the wealth entrusted to us by our clients for over three decades and have built a long-term performance record that far exceeds that of the major U.S. indices. If our historical performance shows anything, it is the power of steadily growing earnings to push stock prices higher over time.
This graph represents the cumulative value net of fees and expenses as of June 30, 2010 of a $100 investment in the W.P. Stewart U.S. Equity Composite versus a $100 investment in the S&P 500 Index with dividends reinvested. As the difference in cumulative performance between the W.P. Stewart U.S. Equity Composite and the S&P 500 Index is large, the same chart is available with a logarithmic scale.
Compounded Annual Return
Since Inception (as of 6/30/2010)
17.0%
WPS U.S. Equity Composite (Gross)
15.8%
WPS U.S. Equity Composite (Net)
11.3%
S&P 500 Index
Please note: this information is incomplete without the accompanying explanatory notes.
Download U.S. historical performance »
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W.P. Stewart U.S. Equity Composite (Net) vs. S&P 500 Index
As of June 30, 2010
Growth of $100 invested with W.P. Stewart in 1975: $18,107
Growth of $100 invested in S&P 500 Index in 1975: $4,460
| U.S. Equity Composite (Gross) |
6.0% |
-5.7% |
9.1% |
-5.8% |
0.7% |
17.0% |
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| U.S. Equity Composite (Net) |
6.0% |
-6.2% |
8.2% |
-6.8% |
-0.4% |
15.8% |
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| S&P 500 Index |
7.0% |
-0.1% |
14.4% |
-9.8% |
-0.8% |
11.3% |
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1 W.P. Stewart U.S. Composite returns are preliminary based on July 31, 2010 estimates and are subject to change upon final reconciliation and reporting. Net performance reflects the deduction of applicable fees. The above information is incomplete without referring to the W.P. Stewart & Co., Ltd. Notes to U.S. Equity Composite Historical Performance.
* Inception 12/31/1974
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