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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.
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 and Nick have extensive portfolio management experience, with a combined 36 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 [email protected]
The portfolio management changes are set out below:
| Strategy | Current Lead/Co | Previous Lead/Co |
|---|---|---|
| Global Emerging Markets All Cap | Jack Nelson/Doug Ledingham | Sujaya Desai/Jack Nelson |
| Global Emerging Markets Leaders | Jack Nelson/Doug Ledingham | Jack Nelson/Sujaya Desai |
| Worldwide Leaders | Nick Edgerton/Lorna Logan | Sashi Reddy/David Gait |
| Worldwide All Cap | Nick Edgerton/Lorna Logan | Nick Edgerton/David Gait |
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