IMPORTANT NEWS: Transition of investment management responsibilities

First Sentier Group, the global asset management organisation, has announced a strategic transition of Stewart Investors' investment management responsibilities to its affiliate investment team, FSSA Investment Managers, effective Friday, 14 November close of business EST. 

Stewart Investors team update

Stewart Investors team update

We would like to inform all investors of some changes to the management of our Stewart Investors’ pooled funds, effective Tuesday, 19 August.

Doug Ledingham, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Asia Pacific Leaders and Asia Pacific All Cap strategies. 

Jack Nelson, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Global Emerging Markets All Cap and Indian Subcontinent All Cap strategies.

Nick Edgerton, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Worldwide Leaders strategy. 

Jack, Doug and Nick have extensive portfolio management experience, with a combined 48 years of industry experience between them. They have the support of a talented and tightly knit investment team. Stewart Investors has always operated with a team-based approach, with every investor being an analyst and all analysts being generalists. We are, and will always be, guided by our investment philosophy. 

The portfolio management changes follow the departure of David Gait (Analyst & Senior Portfolio Manager), Sashi Reddy (Analyst & Senior Portfolio Manager), and Sujaya Desai (Analyst & Senior Portfolio Manager).

Further information on the team and investment philosophy can be found on the team page. For any queries, please email enquiries@stewartinvestors.com

 

The portfolio management changes are set out below:

StrategyCurrent Lead/CoPrevious Lead/Co
Asia Pacific All CapDoug Ledingham/Jack NelsonDavid Gait/Sashi Reddy
Asia Pacific and Japan All Cap Doug Ledingham/Nick EdgertonDoug Ledingham/David Gait
Asia Pacific LeadersDoug Ledingham/Jack NelsonDavid Gait/Sashi Reddy
Global Emerging Markets All CapJack Nelson/Doug LedinghamSujaya Desai/Jack Nelson
Global Emerging Markets LeadersJack Nelson/Doug LedinghamJack Nelson/Sujaya Desai
Indian Subcontinent All CapJack Nelson/Doug LedinghamSashi Reddy/David Gait
Worldwide LeadersNick Edgerton/Lorna LoganSashi Reddy/David Gait
Worldwide All CapNick Edgerton/Lorna LoganNick Edgerton/David Gait