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    1180187740

    Engagement

    Engagement is an important part of the day job for all of our analysts as it contributes essential insights to our bottom-up assessment of company quality.

  • Our strategies
    • Asia Pacific strategies
    • Global Emerging Markets strategies
    • Worldwide strategies Worldwide Leaders
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    484329703

    Global Emerging Markets Leaders

    This strategy launched in April 2020 and typically invests in 25-60 high-quality emerging markets companies with a total stock market value of at least US$1 billion.

  • Insights
    • Investing in healthcare: understanding practices and disclosures on animal testing 20 June 2025
    • Trip report: Taiwan in transformation – the power of adaptability 04 June 2025
    • The Tao of Dolly 03 June 2025
    • Business built on trust: India 28 April 2025
    • Global Emerging Markets: Thoughts 11 April 2025
    • Human development pillars update 09 April 2025
    • Archived insights
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    484329703

    Global Emerging Markets Leaders: Thoughts

    Timothy Hay, Jack Nelson and Sujaya Desai provide their thoughts on the Global Emerging Markets Leaders strategy.

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    826964062

    Partnerships and industry initiatives

    In addition to collaborative engagements, we support a wide range of organisations, initiatives and industry bodies that contribute to the development of industry standards and improve best practice.

Insights

Insights

Articles, research and reports

Featured insights

Client letter: Why change a name?

23 Sep 2024

Read more

Alice in Financeland

3 Apr 2017

Read more

A positive case for sustainable investment

28 Oct 2024

Read more

The problem with ESG scores

5 Apr 2022

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Strategy

Topic

Type

Author

  • The Tao of Dolly

    A recent trip to Nashville brought to mind one of Tennessee’s most iconic figures and an unexpected source of investment insight: Dolly Parton.

    03 June 2025
    Image for: The Tao of Dolly
  • Investing in healthcare: understanding practices and disclosures on animal testing

    Is animal testing ever justifiable? A new investor-backed study explores the ethics, transparency gaps, and push for humane alternatives in healthcare.

    20 June 2025
    Image for: Investing in healthcare: understanding practices and disclosures on animal testing
  • Trip report: Taiwan in transformation – the power of adaptability

    There’s never a bad time to visit Taiwan: it is beautiful, friendly and efficient.

    04 June 2025
    Image for: Trip report: Taiwan in transformation – the power of adaptability
  • Business built on trust: India

    When we invest on behalf of our clients, who entrust us with their savings, we strive to embody both qualities. These qualities also guide our analysis of companies and their management teams.  

    28 April 2025
    Image for: Business built on trust: India
  • Global Emerging Markets: Thoughts

    Timothy Hay, Jack Nelson and Sujaya Desai provide their thoughts on the Global Emerging Markets All Cap Strategy.

    11 April 2025
    Image for: Global Emerging Markets: Thoughts
  • Global Emerging Markets Leaders: Thoughts

    Timothy Hay, Jack Nelson and Sujaya Desai provide their thoughts on the Global Emerging Markets Leaders strategy.

    08 April 2025
    Image for: Global Emerging Markets Leaders: Thoughts
  • Quarterly Client Update - Q1 2025

    Find out the latest updates on the strategies we manage including significant portfolio changes and proxy voting.

    31 March 2025
    Image for: Quarterly Client Update - Q1 2025
  • Indian Subcontinent All Cap Strategy: Update

    Analyst and Senior Portfolio Manager Sashi Reddy provides an update on the Indian Subcontinent All Cap Strategy.

    18 March 2025
    Image for: Indian Subcontinent All Cap Strategy: Update
  • How we select companies

    We are frequently asked how we narrow down a universe of 15,000 Asian and emerging market companies to about 50 in our portfolio. This question is especially relevant now that we invest globally, expanding our universe to 65,000 companies, making the challenge even greater.

    28 February 2025
    Image for: How we select companies
  • Letter to Investors - Stewart Investors Worldwide Leaders Strategy

    Portfolio manager Sashi Reddy provides an update on the Worldwide Leaders Strategy, discussing the AI race, new investments, and reflecting on the mistakes.

    27 February 2025
    Image for: Letter to Investors - Stewart Investors Worldwide Leaders Strategy
  • The importance of stewardship when selecting companies

    We believe the quality of people behind a business has the greatest bearing on its long-term success or failure.

    20 February 2025
    Image for: The importance of stewardship when selecting companies
  • Good Old-Fashioned

    Due to its consistent focus on the future, "old-fashioned" investing has stood the test of time.

    17 February 2025
    Image for: Good Old-Fashioned
  • China is not one thing

    Investment Analyst Tyler Thomas reflects on his trip to China and the companies he met with.

    07 February 2025
    Image for: China is not one thing
  • Innovation, Italian Style

    Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, the country remains a hub of innovation and dynamic businesses.

    04 February 2025
    Image for: Innovation, Italian Style
  • Japan: companies navigating demographic shifts

    In our recent trip to Japan, we reflect on how companies like Monotaro and Anest Iwata are well-positioned to thrive despite demographic challenges.

    06 December 2024
    Image for: Japan: companies navigating demographic shifts
  • Responsible Investment Leader 2024

    Stewart Investors has been recognised as a Responsible Investment Leader 2024 by the Responsible Investment Association Australasia (RIAA).

    28 November 2024
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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 November 2024
    Image for: From Sweden, With Love
  • A positive case for sustainable investment

    A few years ago, sustainable investment was much in favour. The tide turned decisively in 2022. Today, opinions about the future of sustainable investment are polarised.

    28 October 2024
    Image for: A positive case for sustainable investment
  • Thinking circular: Circular economy best practice in the industrial goods sector

    Humanity is using nature 1.7 times faster than Earth’s biocapacity can regenerate. This is clearly unsustainable. We need to take urgent action to evolve our economic system from linear to circular.

    26 September 2024
    Image for: Thinking circular: Circular economy best practice in the industrial goods sector
  • 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 September 2024
    Image for: Client letter: Why change a name?
  • 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.

    10 September 2024
    Image for: The dangers of a short-term view
  • 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 September 2024
    Image for: Realising the potential of Access to Diagnostics
  • 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 September 2024
    Image for: Biodiversity and the importance of stewardship
  • 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 August 2024
    Image for: India: There is order in chaos
  • Access to Generics - improving outcomes for people and investors

    Access to Medicines Index promotes best practices, accelerates uptake by pharma companies, raises standards, and improves medicine access. We rely on this index to assess companies' approach to this critical issue.

    27 August 2024
    Image for: Access to Generics - improving outcomes for people and investors
  • 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.

    27 August 2024
    Image for: Biodiversity and how we select companies
  • Why investors should care about Access to Medicines

    Access to Medicines' latest research on Access to Generics highlights areas for improvement and guides investors on driving better health and business outcomes, setting higher standards for affordable and accessible medicine globally.

    20 August 2024
    Image for: Why investors should care about Access to Medicines
  • 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.

    19 August 2024
    Image for: Biodiversity and our approach to it
  • Uncovering quality in China through bottom-up stock picking

    Over the past year, our Asia and Global Emerging Markets portfolios have increased exposure to Chinese equities. As bottom-up stockpickers, we are optimistic about the potential returns from owning some of China’s best businesses at reasonable valuations.

    19 August 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 August 2024
    Image for: Biodiversity Q&A
  • Am I invested in AI?

    Unveiling the AI investment phenomenon: Exploring the market euphoria

    14 August 2024
    Image for: Am I invested in AI?
  • Learn, Share and Connect webinar: Conflict minerals - the power of collaborative engagement

    Analyst & Senior Portfolio Manager Jack Nelson shared an update on our collaborative engagement on Conflict Minerals in the semiconductor supply chain

    08 August 2024
    Image for: Learn, Share and Connect webinar: Conflict minerals - the power of collaborative engagement
  • 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 July 2024
    Image for: Finding gems in Ohio
  • Fifteen years in emerging markets

    Portfolio Manager Jack Nelson reflects on fifteen years investing in emerging markets.

    13 June 2024
    Image for: Fifteen years in emerging markets
  • Pensions & Investments: Emerging Markets, A Supportive Cycle

    Fuelled by a robust mix of factors expected to drive strong returns, emerging markets equities appear ready for takeoff.

    31 May 2024
    Image for: Pensions & Investments: Emerging Markets, A Supportive Cycle
  • Worldwide All Cap Strategy Update - May 2024

    In an update on the Worldwide Sustainability strategy, portfolio manager Nick Edgerton discusses the healthcare exposure in the portfolio, electrification, plus engaging on the issue of conflict minerals.

    30 May 2024
    Image for: Worldwide All Cap Strategy Update - May 2024
  • Conflict Minerals – the power of collaborative engagement

    An update on our collaborative engagement on conflict minerals in the semiconductor supply chain and the Responsible Minerals Initiative Investor Network.

    22 April 2024
    Image for: Conflict Minerals – the power of collaborative engagement
  • 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 March 2024
    Image for: A + I equals more than NVDA
  • The Sustainable 6

    We thought it could be useful to showcase a selection of companies we’re referring to as the Sustainable 6. This is just one selection we think reflects the variety, quality, and excellent sustainability positioning of all the companies we invest in for clients.

    27 March 2024
    Image for: The Sustainable 6
  • Worldwide Leaders Sustainability: A year in review

    In this letter, portfolio manager Sashi Reddy reflects on managing the Worldwide Leaders Sustainability strategy, discussing stories behind the largest holdings, a few mistakes, and his thoughts on the ‘Magnificent Seven'.

    30 January 2024
    Image for: Worldwide Leaders Sustainability: A year in review
  • P&I Interview: Delivering returns through stewardship

    Sashi Reddy and Sujaya Desai speak to Pensions & Investments about the importance of stewardship, and how we look for management teams who have the intention and ability to leave businesses in much better shape than they found them in.

    19 October 2023
    Image for: P&I Interview: Delivering returns through stewardship
  • Why stewardship matters

    Prioritising long-term growth over short-term gains takes confidence and vision from high-quality management. Great stewardship through long-term decision making benefits businesses in myriad ways but it doesn’t manifest the same way in every company.

    04 September 2023
    Image for: Why stewardship matters
  • A collaborative approach: Tackling Plastic Waste in India

    We have invested in India for over three decades, where around 15 million tonnes of waste is produced every year. This led us to create the India Plastics Pact, and to engage with our investee companies to reduce their use of single use plastics.

    18 May 2023
    Image for: A collaborative approach: Tackling Plastic Waste in India
  • Global Emerging Markets strategies update - April 2023

    Jack Nelson provides an update on the Global Emerging Market Sustainability strategies. In the Q&A session, Jack comments on the strategy’s exposure to India and discusses potential opportunities the team are seeing in China.

    27 April 2023
    Image for: Global Emerging Markets strategies update - April 2023
  • Beyond Due Diligence: A multi-stakeholder approach to responsible mineral sourcing

    An insight into our collaborative engagement on conflict minerals in the semiconductor supply chain.

    20 April 2023
    Image for: Beyond Due Diligence: A multi-stakeholder approach to responsible mineral sourcing
  • Sustainable Investing: Don’t forget the humans

    Climate change is one of our greatest threats. At Stewart Investors we consider it a key investment risk, and an investment opportunity.

    18 April 2023
    Image for: Sustainable Investing: Don’t forget the humans
  • Scope 3: Everything, everywhere, all at once

    Why Scope 3 emissions hide as much as they reveal, and what investors can do about it.

    18 April 2023
    Image for: Scope 3: Everything, everywhere, all at once
  • P&I Interview: ESG Investing

    Pablo Berrutti, Senior Investment Specialist speaks to Joshua Scott of P&I.

    09 March 2023
    Image for: P&I Interview: ESG Investing
  • Tech and Healthcare: Is correlation risk what it seems?

    Senior Investment Analyst Oliver Campbell discusses how we approach correlation risk.

    06 March 2023
    Image for: Tech and Healthcare: Is correlation risk what it seems?
  • 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 January 2023
    Image for: Why India: Investing in the Indian subcontinent
  • Why India: A favourable macro environment

    India is a region which demands patience but rewards patient investors through steady compounding of returns.

    15 January 2023
    Image for: Why India: A favourable macro environment
  • 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 January 2023
    Image for: Why India: Home to high-quality companies
  • 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 November 2022
    Image for: Why accounting choices matter
  • 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 October 2022
    Image for: Tackling climate change in emerging markets
  • Spotlight on sustainability: WEG

    Portfolio Manager, Sujaya Desai, discusses energy efficient electrical motor manufacturer, WEG.

    11 October 2022
    Image for: Spotlight on sustainability: WEG
  • Trip report: Europe

    On a recent trip to Europe, Hanna Ranstrand visited various companies who are building their businesses through acquisitions. Here, Hanna discusses these companies in more detail.

    04 October 2022
    Image for: Trip report: Europe
  • Spotlight on sustainability: Watsco

    Sashi Reddy discusses Watsco, the largest distributor of HVACR (heating, ventilation, air conditioning and refrigeration) products in North America.

    02 October 2022
    Image for: Spotlight on sustainability: Watsco
  • 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 August 2022
    Image for: The importance of diversity
  • Climate Report: The race to zero

    Welcome to our climate report. In the 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.

    23 June 2022
    Image for: Climate Report: The race to zero
  • Investment and sourcing through smallholder supply chains

    Finding there was a lack of information on smallholder farmer supply chains and their environmental impact, we commissioned research with NIRAS-LTS International to learn more.

    25 May 2022
    Image for: Investment and sourcing through smallholder supply chains
  • 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 April 2022
    Image for: The problem with ESG scores
  • Trip Report: US

    Emerging trends like cloud computing, automation, connectivity, and AI offer attractive opportunities for investors. 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 April 2022
    Image for: Trip Report: US
  • 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 March 2022
    Image for: Proxy Voting Policy and Guidelines
  • 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 January 2022
    Image for: How big is big enough?
  • 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 December 2021
    Image for: Company Interview: Watsco Inc
  • Our Human Development Pillars

    Struggling to clearly articulate the world of ESG investing? You’re not alone. Learn more about our sustainable development framework. Jack Nelson explains.

    11 November 2021
    Image for: Our Human Development Pillars
  • What makes us different?

    Stewart Investors' portfolios differ from any other comparative index. Our active share is often above 80 or 90%. Watch the full video to learn more.

    29 October 2021
    Image for: What makes us different?
  • The Power of Story

    In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. Our focus on quality and people leads us to embrace stories and narrative.

    14 October 2021
    Image for: The Power of Story
  • Company Interview: HDFC

    CEO and VP Keki Mistry discusses the history of HDFC Limited and how its services are evolving to consider the growing risks of climate change.

    07 October 2021
    Image for: Company Interview: HDFC
  • Is Europe an exciting place to invest?

    Europe can be a very exciting investment destination, if you take the time to seek out its treasures.

    28 September 2021
    Image for: Is Europe an exciting place to invest?
  • Ten years in emerging markets

    If the last ten years investing in emerging markets has taught us anything it is that in the long run, quality wins.

    03 September 2021
    Image for: Ten years in emerging markets
  • Why does stewardship matter in emerging markets?

    Emerging markets have long been understood as geographies of uncertainty. Are good company stewards the answer?

    06 August 2021
    Image for: Why does stewardship matter in emerging markets?
  • Making a difference through science and innovation

    Sashi Reddy and David Gait of Stewart Investors speak to G. V. Prasad, Chairperson and Managing Director at Dr. Reddy’s an Indian pharmaceutical company.

    28 June 2021
    Image for: Making a difference through science and innovation
  • Is Europe leading the way in sustainable business?

    Europe is seldom considered the most exciting place to invest. This is mainly because European index returns – a proxy for average market returns – have been modest over most time frames. But Europe offers some excellent investment opportunities for active investors willing to seek out its treasures.

    21 June 2021
    Image for: Is Europe leading the way in sustainable business?
  • The magic of microbes

    WHO has predicted up to 10 million deaths from multi-resistant bacteria by 2050. Could changes in animal farming practices prevent this?

    09 June 2021
    Image for: The magic of microbes
  • Avoiding the perils and pitfalls for high impact healthcare investment

    Investing in healthcare companies seems an obvious choice for sustainable investors. After all, any company that helps cure disease, and improve health and wellbeing must be making a positive contribution to sustainable development.

    01 June 2021
    Image for: Avoiding the perils and pitfalls for high impact healthcare investment
  • Emerging markets’ new generation of tech firms

    Emerging markets have evolved from basic tech tasks to producing world-leading firms. Companies like Mercado Libre and Avast drive innovation, reduce inequality, and offer optimism for future growth.

    01 June 2021
    Image for: Emerging markets’ new generation of tech firms
  • Paying a fair corporate tax rate matters

    When we come across a company proactively trying to minimise their tax payments, it is a red flag for us.

    17 May 2021
    Image for: Paying a fair corporate tax rate matters
  • Reasons to invest in Europe

    Even enthusiastic European equity investors understand why many don't share their excitement. Many savers believe their options are limited to average market returns from index-tracking funds, which often appear mediocre.

    06 May 2021
    Image for: Reasons to invest in Europe
  • The importance of culture

    While a strong culture can sustain a business, a toxic culture can break it. As sustainable investors, it’s always important to understand how the culture of companies we invest in can impact how they treat their employees and customers and, ultimately, influence the wider world.

    15 April 2021
    Image for: The importance of culture
  • Indian Subcontinent: the decade ahead

    The Strategy did well in 2020, thanks in part to the generosity of central banks globally, while the real economy tried to shake off a pandemic. However, we believe that the real opportunity for investors in the subcontinent should be in the decade ahead. We are optimistic for two reasons.

    29 March 2021
    Image for: Indian Subcontinent: the decade ahead
  • Learning from success: CAMFED

    Education is often inaccessible, especially for girls, who face early marriage and abuse. Jack Nelson discusses with Camfed leaders the importance of girls' education and its social benefits in Africa.

    17 February 2021
    Image for: Learning from success: CAMFED
  • Why do Payable Days matter?

    ‘Payable days’ measures how long a company takes to pay its suppliers. While finance courses often teach that longer payment times indicate strong bargaining power and a strong franchise, we disagree.

    15 February 2021
    Image for: Why do Payable Days matter?
  • Diversity: An indicator of distinctive cultures

    Our investment philosophy emphasises the cultures and people behind businesses. We believe long-term success stems from unique cultures that resist short-term pressures, think diversely about opportunities and risks, and maintain operational focus to deliver strategies consistently.

    10 February 2021
    Image for: Diversity: An indicator of distinctive cultures
  • Asia: Playing the Long Game

    Time-horizons matter. In a world beset by an ever-expanding list of developmental, environmental and economic challenges, a long-term mind-set is crucial if companies are to not only survive, but contribute and benefit from the necessary changes required over the coming decades.

    10 February 2021
    Image for: Asia: Playing the Long Game
  • Sustainable development in emerging markets

    Why sustainable development and returns can be achieved in emerging markets.

    21 December 2020
    Image for: Sustainable development in emerging markets
  • Company contributions to sustainable human development

    Since our first sustainable development-focused strategy launched in 2005, human development has been a key focus area given our long history of investing in Asia Pacific and emerging markets.

    08 December 2020
    Image for: Company contributions to sustainable human development
  • Research Tender Overview

    At Stewart Investors our investment process is augmented through the use of external research. We find this third party research helpful to challenge our thinking and extend our understanding of sustainable development issues.

    27 November 2020
    Image for: Research Tender Overview
  • Moving the dial on diversity and inclusion at Halma

    Sujaya Desai and Pablo Berrutti discuss how to approach to diversity and inclusion with Halma.

    19 November 2020
    Image for: Moving the dial on diversity and inclusion at Halma
  • The Future of Food and Sustainable Agriculture

    Agricultural techniques have changed dramatically over the last 50 years, particularly in more developed nations.

    09 November 2020
    Image for: The Future of Food and Sustainable Agriculture
  • Through the Looking Glass

    In the sequel to Lewis Carroll’s ‘Alice in Wonderland’, Alice climbs ‘Through the Looking-Glass’ and finds another fantastical world, absent of reason and where everything is reversed. This crisis of logic is all too evident when in investing in Asia Pacific.

    17 September 2020
    Image for: Through the Looking Glass
  • Why climate change measures do not make sense, and how we can fix them

    If asked to list climate change solutions, many of us would start with renewable energy. It is obviously a key one given the use of fossil fuels for energy is the largest contributor to greenhouse gas emissions globally.

    16 September 2020
    Image for: Why climate change measures do not make sense, and how we can fix them
  • Rainbow washing the SDGs away

    The Sustainable Development Goals (SDGs) have been broadly embraced by financial institutions. This is a positive move, and timely too.

    04 August 2020
    Image for: Rainbow washing the SDGs away
  • Active versus passive

    Growing investor concerns about climate and societal crises have contributed to the burgeoning demand for ‘sustainable investment’ funds that take into consideration environmental, social and governance (ESG) factors.

    25 May 2020
    Image for: Active versus passive
  • Trip report: India

    The ongoing crises making their way through the Indian financial system are indicative of the years of irrational exuberance in the decade prior.

    12 May 2020
    Image for: Trip report: India
  • Implementing the Sustainable Development Goal 12

    The UN Sustainable Development Goals (SDGs) offer a framework for investors and businesses to unite for cleaner practices. One goal which many investors and businesses are placing emphasis on is SDG 12: Responsible Consumption and Production.

    09 March 2020
    Image for: Implementing the Sustainable Development Goal 12
  • Challenging the greenwash

    At Stewart Investors, we invest in 'quality companies' through a rigorous ESG evaluation process that has been in place for over three decades. Our ESG analysis is integrated with assessments of management, franchise, and financials to ensure comprehensive evaluation.

    12 February 2020
    Image for: Challenging the greenwash
  • Tackling plastic pellet loss throughout supply chains

    As it is just over 12 months since we instigated the plastic pellet loss investor initiative, we thought we would take the opportunity to provide you with an update and summary of progress since our last update in March 2019.

    03 February 2020
    Image for: Tackling plastic pellet loss throughout supply chains
  • Trip report: Brazil

    Recent history in Brazil has seen a push towards identifying and weeding out the linkages between corporate and political networks that have intertwined over decades to breed a culture of impunity.

    03 December 2019
    Image for: Trip report: Brazil
  • Loyalty shares will improve long-term stewardship goals

    Pablo Berrutti discusses long-term stewardship goals in the Financial Times.

    07 November 2019
    Image for: Loyalty shares will improve long-term stewardship goals
  • Small is beautiful

    This rule of thumb was coined in order to combat a common challenge facing teams trying to solve complex problems. In pursuits like investing, there is a tendency to increase the number of people providing input to the point that the team gets bloated and functions less efficiently.

    07 November 2019
    Image for: Small is beautiful
  • Amazon fires, Global Deforestation and what we are doing about it

    In this featured article we review the role of companies and business risks of this global issue.

    05 November 2019
    Image for: Amazon fires, Global Deforestation and what we are doing about it
  • Quality & Patience

    Today, asset owners have numerous investment options, each with compelling reasons for their attractiveness. Aggressive, untested monetary policies have fueled years of above-average equity returns, leading many strategists to predict strong returns for investors.

    03 December 2018
    Image for: Quality & Patience
  • Our Hippocratic oath in action

    Our Hippocratic oath is something we all hold dearly and have all signed. It underpins our investment philosophy, which is based on identifying quality stewards of strong franchises with good long-term prospects.

    09 April 2018
    Image for: Our Hippocratic oath in action
  • Should your clients quit sugar?

    By April 2018, 31 countries will have imposed a tax on sugar to tackle the worldwide epidemic of obesity.

    14 February 2018
    Image for: Should your clients quit sugar?
  • Dual Share Class Blundering

    We used to send letters to companies and stock exchanges extolling the virtues of single share classes, tag along-rights and ‘one share, one vote’. Today, we actively seek out companies with dual share classes. What has changed?

    11 December 2017
    Image for: Dual Share Class Blundering
  • Family companies are the real attraction of investing in Asia

    Why is Asia still regarded as a separate asset class by investors? At first glance, it looks like an artificial construct, made up of 15 countries with very little in common, other than crude proximity on a global map.

    30 September 2017
    Image for: Family companies are the real attraction of investing in Asia
  • Sustainable palm oil?

    Recent forest fires across Malaysia and Indonesia cast a haze over many parts of Southeast Asia.

    01 August 2017
    Image for: Sustainable palm oil?
  • Tax Approaches

    We consider the tax rates paid by companies that we might invest in on behalf of our clients important because it impacts our assessment of Quality of Management, Franchise and Financials.

    03 July 2017
    Image for: Tax Approaches
  • The Sharing Economy

    Sharing resources has gone on for as long as humans have been living in tribes. But without the enabling role of the internet or mobile devices it is hard work in a large complex society with a myriad of goods and services. The internet is now helping to solve this problem.

    03 July 2017
    Image for: The Sharing Economy
  • Green Bookkeeping

    In 2010, Puma pioneered a new form of corporate reporting. The German sportswear company produced an environmental profit and loss account, which estimated the company and its supply chain to have caused €145m of environmental damage that year, relative to €202m of net profit.

    29 June 2017
    Image for: Green Bookkeeping
  • Does Fund Management have a social purpose?

    The stock market and bond market have their origins in the financial revolution of the late 17th century. The stock market developed to provide funds for overseas trading companies, like the English East India Company, while the bond market funded the state, mostly raising funds for waging of war.

    01 June 2017
    Image for: Does Fund Management have a social  purpose?
  • The Circular Economy

    US clothing retailer Patagonia famously encouraged consumers not to buy their jackets in 2011...

    03 May 2017
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  • Alice in Financeland

    At first glance, the financial system seems nonsensical. The more you examine it, the less sense it makes. Ideally, it should support long-term economic growth, but it resembles a fantasy land filled with peculiar characters and absurd tasks. Lewis Carroll’s Alice would be very much at home.

    03 April 2017
    Image for: Alice in Financeland
  • The Plastics Paradox

    Plastic is wonderful stuff. It is lightweight, so less carbon intensive to move around. It is durable, mouldable and less energy intensive to make than aluminium or glass. It helps reduce food waste and decreases the risk of food contamination.

    03 April 2017
    Image for: The Plastics Paradox
  • Trip report: Japan

    Japan's taijin kyofusho is a social phobia that discourages risk-taking. It means non-conformist companies like Unicharm and Hoya thrive by prioritising long-term thinking and stakeholder interests, positioning themselves for sustainable growth.

    30 September 2016
    Image for: Trip report: Japan
  • Trip report: India and Taiwan

    Stewardship is central to our investment philosophy at Stewart Investors, and the importance of the quality of incoming leadership cannot be understated. The risk, however, is that we arrive at conclusions too quickly or use the wrong measuring tape.

    30 June 2016
    Image for: Trip report: India and Taiwan
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