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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.
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 PM, 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 team of analysts. Stewart Investors has always operated with a team-based approach, with every investor being an analyst and all analysts being generalists.
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 |
|---|---|---|
| Asia Pacific All Cap | Doug Ledingham/Jack Nelson | David Gait/Sashi Reddy |
| Asia Pacific and Japan All Cap | Doug Ledingham/Nick Edgerton | Doug Ledingham/David Gait |
| Asia Pacific Leaders | Doug Ledingham/Jack Nelson | David Gait/Sashi Reddy |
| 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 |
| Global Emerging Markets Leaders ex China | Jack Nelson/Doug Ledingham | Jack Nelson/Sujaya Desai |
| Indian Subcontinent All Cap | Jack Nelson/Doug Ledingham | Sashi Reddy/David Gait |
| Worldwide Leaders | Nick Edgerton/Lorna Logan | Sashi Reddy/David Gait |
| Worldwide All Cap | Nick Edgerton/Lorna Logan | Nick Edgerton/David Gait |
