Portfolio manager Sashi Reddy provides an update on the Worldwide Leaders Strategy, discussing the AI race, new investments, and reflecting on the mistakes.
Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, the country remains a hub of innovation and dynamic businesses.
A few years ago, sustainable investment was much in favour. The tide turned decisively in 2022. Today, opinions about the future of sustainable investment are...
Humanity is using nature 1.7 times faster than Earth’s biocapacity can regenerate. This is clearly unsustainable. We need to take urgent action to evolve our...
We have decided to remove the word ‘Sustainability’ from the Stewart Investors fund names. Why? Three and a half slow-burning thoughts have combined to make...
Access to affordable diagnostics is crucial for healthcare, but it's a challenge in poorer countries. The Access to Medicines Foundation incentivises diagnostic companies and Stewart...
The political chaos and the steady news flow emanating from India’s sensationalist media is often perceived as a risk. We disagree. It is no different...
Access to Medicines Index promotes best practices, accelerates uptake by pharma companies, raises standards, and improves medicine access. We rely on this index to assess...
Our investment approach favours companies that provide products and services that meet basic needs, solve difficult problems and seek to do more with less. A...
Access to Medicines' latest research on Access to Generics highlights areas for improvement and guides investors on driving better health and business outcomes, setting higher...
Over the past year, our Asia and Global Emerging Markets portfolios have increased exposure to Chinese equities. As bottom-up stockpickers, we are optimistic about the...
In an update on the Worldwide Sustainability strategy, portfolio manager Nick Edgerton discusses the healthcare exposure in the portfolio, electrification, plus engaging on the issue...
An update on our collaborative engagement on conflict minerals in the semiconductor supply chain and the Responsible Minerals Initiative Investor Network.
OpenAI released GPT-4, the sophisticated Large Language Model (LLM) behind ChatGPT, one year ago. Over that year, Artificial Intelligence (AI) has never been out of...
Prioritising long-term growth over short-term gains takes confidence and vision from high-quality management. Great stewardship through long-term decision making benefits businesses in myriad ways but...
The Indian subcontinent has been a fantastic investment destination over the last few decades. Investment returns in the subcontinent have been primarily driven by India...
India is home to many high-quality companies. Our past decades of investing in the Indian subcontinent has demonstrated that exceptional businesses managed by competent, conservative...
As the human effects of climate change continue to intensify around the world, asset owners and managers are rightly grappling with their responsibilities to help...
On a recent trip to Europe, Hanna Ranstrand visited various companies who are building their businesses through acquisitions. Here, Hanna discusses these companies in more...
How do the Stewart Investors team seek to address diversity? Sashi Reddy discusses the investment team’s approach, and why fostering diversity of thought is not...
Welcome to our climate report. In the report we share a baseline of our climate change-related risks, opportunities and impacts, from which our progress towards...
Finding there was a lack of information on smallholder farmer supply chains and their environmental impact, we commissioned research with NIRAS-LTS International to learn more.
Emerging trends like cloud computing, automation, connectivity, and AI offer attractive opportunities for investors. These companies are often well positioned in the face of broad...
Heating and air conditioning usage account for a large percentage of the energy consumed in the average American home. By installing energy-efficient HVACR systems, Watsco, Inc. are...
Struggling to clearly articulate the world of ESG investing? You’re not alone. Learn more about our sustainable development framework. Jack Nelson explains.
Stewart Investors' portfolios differ from any other comparative index. Our active share is often above 80 or 90%. Watch the full video to learn more....
In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. Our focus on quality and...
Sashi Reddy and David Gait of Stewart Investors speak to G. V. Prasad, Chairperson and Managing Director at Dr. Reddy’s an Indian pharmaceutical company.
Investing in healthcare companies seems an obvious choice for sustainable investors. After all, any company that helps cure disease, and improve health and wellbeing must...
Emerging markets have evolved from basic tech tasks to producing world-leading firms. Companies like Mercado Libre and Avast drive innovation, reduce inequality, and offer optimism...
Even enthusiastic European equity investors understand why many don't share their excitement. Many savers believe their options are limited to average market returns from index-tracking...
While a strong culture can sustain a business, a toxic culture can break it. As sustainable investors, it’s always important to understand how the culture...
Education is often inaccessible, especially for girls, who face early marriage and abuse. Jack Nelson discusses with Camfed leaders the importance of girls' education and...
‘Payable days’ measures how long a company takes to pay its suppliers. While finance courses often teach that longer payment times indicate strong bargaining power...
Our investment philosophy emphasises the cultures and people behind businesses. We believe long-term success stems from unique cultures that resist short-term pressures, think diversely about...
Time-horizons matter. In a world beset by an ever-expanding list of developmental, environmental and economic challenges, a long-term mind-set is crucial if companies are to...
Since our first sustainable development-focused strategy launched in 2005, human development has been a key focus area given our long history of investing in Asia...
In the sequel to Lewis Carroll’s ‘Alice in Wonderland’, Alice climbs ‘Through the Looking-Glass’ and finds another fantastical world, absent of reason and where everything...
Growing investor concerns about climate and societal crises have contributed to the burgeoning demand for ‘sustainable investment’ funds that take into consideration environmental, social and...
The UN Sustainable Development Goals (SDGs) offer a framework for investors and businesses to unite for cleaner practices. One goal which many investors and businesses...
At Stewart Investors, we invest in 'quality companies' through a rigorous ESG evaluation process that has been in place for over three decades. Our ESG...
Recent history in Brazil has seen a push towards identifying and weeding out the linkages between corporate and political networks that have intertwined over decades...
This rule of thumb was coined in order to combat a common challenge facing teams trying to solve complex problems. In pursuits like investing, there...
Today, asset owners have numerous investment options, each with compelling reasons for their attractiveness. Aggressive, untested monetary policies have fueled years of above-average equity returns,...
Our Hippocratic oath is something we all hold dearly and have all signed. It underpins our investment philosophy, which is based on identifying quality stewards...
We used to send letters to companies and stock exchanges extolling the virtues of single share classes, tag along-rights and ‘one share, one vote’. Today,...
In 2010, Puma pioneered a new form of corporate reporting. The German sportswear company produced an environmental profit and loss account, which estimated the company...
The stock market and bond market have their origins in the financial revolution of the late 17th century. The stock market developed to provide funds...
At first glance, the financial system seems nonsensical. The more you examine it, the less sense it makes. Ideally, it should support long-term economic growth,...
Plastic is wonderful stuff. It is lightweight, so less carbon intensive to move around. It is durable, mouldable and less energy intensive to make than...
Japan's taijin kyofusho is a social phobia that discourages risk-taking. It means non-conformist companies like Unicharm and Hoya thrive by prioritising long-term thinking and stakeholder...
Stewardship is central to our investment philosophy at Stewart Investors, and the importance of the quality of incoming leadership cannot be understated. The risk, however,...
