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  • From Sweden, With Love

    Our trip to Stockholm in September reaffirmed our conviction in the treasures Sweden offers to the world – ideas, products, and people.

    19 Nov 2024
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  • Biodiversity and our approach to it

    Biodiversity is the term commonly used to refer to the variety of living species on Earth, including plants, animals, bacteria and fungi. It is not a marketable good or product, nor a service; it is the living web that connects the tangible and intangible elements of healthy ecosystems.

    29 Oct 2024
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  • The dangers of a short-term view

    Stewart Investors focus on long-term investments in high-quality companies for sustainable growth. Short-term market fluctuations are less informative than long-term trends, as shown by Infineon's performance.

    29 Oct 2024
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  • Biodiversity and how we select companies

    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 result of our investment philosophy means that we avoid companies that have a significant negative impact on the natural environment.

    29 Oct 2024
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  • Quarterly Client Update - Q3 2024

    We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

    30 Sep 2024
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  • Client letter: Why change a name?

    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 it the right time.

    23 Sep 2024
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  • Realising the potential of Access to Diagnostics

    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 Investors partners with them to analyse investments.

    06 Sep 2024
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  • Biodiversity and the importance of stewardship

    Like many other environmental and social risks, biodiversity risks and impacts can be hard to assess as they are either hidden from the outside or occur deep in company supply chains.

    04 Sep 2024
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  • India: There is order in chaos

    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 to what we see in any other democratic society.

    28 Aug 2024
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  • Uncovering quality in China through bottom-up stock picking

    Over the last twelve months, our Asia and Global Emerging Markets portfolios have been increasing their exposure to Chinese equities. As bottom-up stockpickers, we have become more optimistic about the potential returns from owning what we believe to be some of China’s best businesses at very reasonable valuations.

    19 Aug 2024
    Image for: Uncovering quality in China through bottom-up stock picking

  • Biodiversity Q&A

    In this piece we answer some of the frequently asked questions about biodiversity and our approach.

    15 Aug 2024
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  • Finding gems in Ohio

    In Ohio, the blend of hard work, good business sense, independent thinking and the ability to take risks when appropriate, has delivered a group of companies that are well worth stopping for.

    16 Jul 2024
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  • A + I equals more than NVDA

    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 the news and the market cap of US tech stocks has risen by 50%

    27 Mar 2024
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  • Climate solutions update

    In mid-2022, Project Drawdown announced 11 new solutions to their collection related to ocean resources, food production, methane management, and materials manufacturing and use.

    20 Jan 2023
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  • Why India: Investing in the Indian subcontinent

    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 since she liberalised her economy in 1991.

    16 Jan 2023
    Image for: Why India: Investing in the Indian subcontinent

  • Why India: Home to high-quality companies

    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 stewards deliver disproportionately better returns through cycles.

    14 Jan 2023
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  • Why accounting choices matter

    Commuters on the London Underground would be familiar with the warning to “mind the gap”. The investment industry is in dire need of a similar warning but with an extra A – “Mind the GAAP”.

    30 Nov 2022
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  • Tackling climate change in emerging markets

    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 avoid catastrophe.

    13 Oct 2022
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  • The importance of diversity

    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 just important but crucial in implementing the team’s investment philosophy for the long term.

    15 Aug 2022
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  • The problem with ESG scores

    Some ESG data can be useful in certain circumstances, but can an over reliance on simplistic ESG scores be a dangerous strategy?

    06 Apr 2022
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  • Trip Report: US

    The emergence of trends that will likely shape the next decade, including cloud computing, automation, connectivity and artificial intelligence (AI), has created some appealing honeypots for investors to dip their paws into. These companies are often well positioned in the face of broad sustainability tailwinds and characterised by steady growth streams, so one can understand the allure.

    05 Apr 2022
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  • Proxy Voting Policy and Guidelines

    We believe judgement is a better guide to voting than a rules-based approach. Our voting policy is based on a parsimonious set of principles and key considerations that in our judgement are likely to be applicable to all companies in the vast majority of circumstances.

    16 Mar 2022
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  • How big is big enough?

    Today’s technology giants may have many admirable qualities, but should we question their ongoing contribution to sustainable development?

    06 Jan 2022
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  • Company Interview: Watsco Inc

    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 assisting home owners to reduce their environmental footprint and tackle climate change.

    09 Dec 2021
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  • Exploring outside the lines

    Our interactive tool, Portfolio Explorer is helping us share how impactful companies are contributing to sustainable investments.

    12 Nov 2021
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  • The Power of Story

    In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. He believes they should extend their vocabulary (and minds) to include verbs, alongside their highly prized nouns, to allow the underlying processes, context and organic nature of complex systems to be described in full technicolour.

    14 Oct 2021
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  • Diversity statement

    Diversity is an integral part of sustainable development and is important to us as investors, employers and as members of society.

    09 Sep 2021
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  • How we select companies

    We have often been asked how we narrow down a universe of 15,000 Asian and Emerging Markets companies to a portfolio of approximately 50. It’s a good question, particularly as now that we invest globally, giving us an investible universe of 65,000 companies, the challenge has become even starker.

    11 Dec 2017
    Image for: How we select companies
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Investment involves risks. Past performance is not indicative of future performance. Refer to the offering documents of the respective funds for details, including risk factors. Investors may not get back the full amount invested.

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