At Stewart Investors, we believe in putting people first.
Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.
We also understand that a company and its place in the community are so much more than a series of numbers on a screen or coloured slices in a pie chart.
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.
In our climate report we share a baseline of our climate change-related risks, opportunities and impacts, from which our progress towards zero-carbon portfolios and operations can be assessed in the years ahead.
We’re in it for the long term
We manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years.
We launched our first investment strategy in 1988.
For over three decades we have applied the same investment philosophy consistently across our investment strategies.