How we invest: Stewart Investors

Our core investment philosophy has been in place since 1988 and has remained unchanged since then.

It is founded on the principle of good stewardship, by which we mean careful, considered and responsible management of our clients’ funds.

We treat the money we’re entrusted with as if it were our own long-term savings.

We believe our job is to invest our clients’ capital in high-quality companies with strong management teams that are well positioned to contribute to, and benefit from, sustainable development. We endeavour to pay sensible prices for these investments.

We also believe we have a responsibility to manage our clients’ funds to the mutual benefit of everyone who has a relationship with these companies, including the wider communities in which they operate.

Our 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.

Our team

We’re a dedicated and ambitious group of long-term investors with a shared set of values and a passion for investing in companies that are well positioned to meet the challenges of sustainable development.

Contact us

Contacts for institutional client and consultants. Transfer Agent, Fund Accountant and Fund Administrator.

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