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.
The 13 members of the investment team come from a wide variety of backgrounds and have a broad range of career and educational experience, from economics and civil engineering to international relations and languages.
Your local team
If you would like to get in touch with us, you can contact the local Stewart Investors team, based in New York.
10 East 53rd Street, Level 21
New York
NY10022
United States of America
[email protected]
+1 212 497 9980
Meet the investment team
Charlotte Toms - Analyst
- Joined Stewart Investors in September 2023 as a Graduate Investment Analyst.
- She previously worked as an Associate Analyst at UBS Investment Bank for four years, across the Emerging Companies and ESG research teams.
- Charlotte holds a Bachelor of Business from the University of Technology Sydney, majoring in Finance and Sustainability.
Chris McGoldrick - Analyst & Portfolio Manager
- Joined the team in September 2013.
- Previously, Chris worked for a London-based investment bank where he was a research sales specialist in Asian equities. Before that he worked as an analyst at Baillie Gifford and Edinburgh Fund Managers.
- Chris has an MSc in Finance and a First Class Honours degree from the University of Edinburgh.
Clare Wood - Portfolio Specialist
- Clare Wood joined the team in March 2023 as a portfolio specialist.
- Previously Clare was Global Head of Product for First Sentier Investors and has experience in investment analysis, investment risk and portfolio management.
- She has a BSc and a PhD in Mathematics both from the University of Sheffield.
David Gait - Analyst & Senior Portfolio Manager
- Joined the team as a graduate in 1997.
- He is lead manager of Asia Pacific Leaders and Asia Pacific All Cap strategies, as well as Pacific Assets Trust.
- David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.
- David sits on the Stewart Investors Board.
Douglas Ledingham - Analyst & Senior Portfolio Manager
- Joined the team in October 2013, having been an intern with the company during 2013.
- Douglas is lead manager of the Asia Pacific and Japan All Cap strategy.
- He holds an MA in Business Studies and Accountancy from the University of Edinburgh.
- Douglas sits on the Stewart Investors Board.
Jack Nelson - Analyst & Senior Portfolio Manager
- Joined the team in September 2011 as a graduate.
- Jack is lead manager of the Global Emerging Markets Leaders strategies.
- He holds a MA (Oxon) in Politics, Philosophy and Economics from Queen’s College, Oxford.
- Jack sits on the Stewart Investors Board.
Lorna Logan - Analyst & Senior Portfolio Manager
- Joined the team in July 2017.
- Lorna is Lead Manager of the European All Cap strategy with Rob Harley.
- Previously, Lorna worked in various roles at Colonial First State Global Asset Management (now First Sentier Investors), and prior to that, worked as a management consultant.
- Lorna holds a Masters in Sustainability Leadership from the University of Cambridge and a BA (Hons) in Business and Psychology from the University of Strathclyde.
Nick Edgerton - Analyst & Senior Portfolio Manager
- Joined the team in April 2012, following two years in the First State Investments group (now First Sentier Investors).
- He is lead manager of the Worldwide All Cap strategy.
- Previously, Nick worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics.
- He holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh.
- Nick sits on the Stewart Investors Board.
Oliver Campbell - Analyst & Portfolio Manager
- Joined the team in May 2014.
- Previously, he was an analyst at CLSA for seven years and prior to that worked as a global emerging markets journalist.
- Oliver holds a BA (Hons) in Chinese and Management Studies from the University of Durham, a Diploma in Chinese language from Renmin University of China and an MSc in Finance (Economic Policy) from the School of Oriental and African Studies at the University of London.
Pablo Berrutti - Portfolio Specialist
- Joined the team in July 2019.
- Previously, Pablo was Head of Responsible Investment Asia Pacific at Colonial First State Global Asset Management (now First Sentier Investors), for seven years.
- He is the founder of a not-for-profit library and resource centre dedicated to supporting a sustainable financial system. He is also the former Chair and a director of the Responsible Investment Association of Australasia and was on the management committee of the Investor Group on Climate Change for eight years.
Robert Harley - Analyst & Senior Portfolio Manager
- Joined the team in October 2015.
- Rob is Co-Portfolio Manager of the European All Cap strategy with Lorna Logan.
- Previously, Rob worked in various investment management roles for ten years and in the not-for-profit sustainable development sector for eight years.
- Rob holds an MSc in International Strategy & Economics from the University of St Andrews and a BA (Hons) in Political Science from the University of Natal, South Africa.
Sarah Sheard - Analyst
- Joined Stewart Investors in September 2023 as a Graduate Investment Analyst.
- She was previously a Graduate Equities Analyst at abrdn, working across global, emerging market, and pan-European mandates.
- Sarah holds a BA, MPhil, and PhD in Classics from various colleges at the University of Cambridge. Her doctoral thesis focussed on the construction of gender and identity through Roman visual culture.
Sashi Reddy - Analyst & Senior Portfolio Manager
- Joined the team in August 2007.
- Sashi is lead manager of the Worldwide Leaders strategy and the Indian Subcontinent All Cap strategy.
- Previously, he worked at Irevna Research, an Indian equities research house from 2005 to 2007.
- Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.
- Sashi sits on the Stewart Investors Board.
Sujaya Desai - Analyst & Senior Portfolio Manager
- Joined the team in October 2016 as a graduate.
- Sujaya is lead manager of the Global Emerging Markets All Cap strategy.
- Sujaya holds an MPhil in Development Studies from the University of Cambridge and a BA (Hons) in International Relations and Anthropology from Brown University.
- Sujaya sits on the Stewart Investors Board.
Timothy Hay – Portfolio Specialist
- Joined the team in April 2024 with 20 years’ experience in Global Emerging Market equities.
- Previously he was at Somerset Capital Management for 16 years having started his career at Lloyd George Management in 2003.
- He holds a BSc in Economic History and Economics from Manchester University and a Masters in Finance from INSEAD.
Tyler Thomas - Analyst
- Joined the team in June 2022.
- Prior to joining the team, from September 2021 Tyler was a graduate investment analyst with the St Andrews Partners team at Stewart Investors where he previously gained internship experience.
- Tyler graduated with First Class Honours in Economics from the University of Durham in 2021.
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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