Long-term equity investors in high-quality companies
Stewart Investors mutual funds
Sustainable development - a driver of returns
We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
We believe that fund management has a social purpose, encouraging a savings culture around long-term investment. Our philosophy of careful stewardship is in the best interests of clients and should protect capital over the long term.
Our mutual funds
We are now able to offer US clients access to our Global Emerging Markets Leaders strategy and our Worldwide Leaders strategy as mutual funds.
Meet the managers
"We look forward to extending our expertise to U.S. mutual fund investors, who are increasingly seeking access to high-quality, high-conviction sustainable investment options. Our goal is to protect the capital investors entrust to us and unearth companies with outstanding cultures, strong business franchises, and resilient financials."
“Our experience over the last 20 years, since launching our first sustainability fund, strongly supports our belief that companies contributing to sustainable development may face fewer risks and have access to more enduring opportunities. We strongly believe that positive sustainable outcomes and long-term profitability are two sides of the same coin. We do not choose between sustainability positioning and corporate quality. Both are central to our investment philosophy.”
Want to know more?
Contact your local Stewart Investors representative.
An investor should consider the investment objectives, risks, and charges and expenses of the funds carefully before investing. A prospectus which contains this and other information about the funds may be obtained by visiting our literature hub. The prospectus and the summary prospectus should be read carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. Investments in foreign securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in emerging markets involves different and greater risks, as these countries are substantially smaller, less liquid, and more volatile than securities markets in more developed markets. The portfolio manager’s consideration of sustainability factors could cause the Funds to perform differently compared to similar funds that do not have such factors incorporated into their investment strategies. The Funds are new with no operating history and there can be no assurance that the Funds will grow to or maintain an economically viable size, in which case the Board may determine to liquidate the Funds.
The Stewart Investors Funds are distributed by Foreside Financial Services, LLC
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