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How we invest
Our job is to invest our clients’ money in high-quality companies with strong management teams that are well positioned to contribute to, and benefit from, sustainable development.
We treat the money we’re entrusted with as if it were our own long-term savings.
We believe our job is to invest our clients’ money in high-quality companies with strong management teams that are well positioned to contribute to, and benefit from, sustainable development. We aim to pay sensible prices for these investments.
We also believe we have a responsibility to manage our clients’ money to the benefit of everyone who has a relationship with these companies, including the wider communities in which they operate.
The way we invest our clients' money has remained unchanged since 1988, we call this our Investment Philosophy.
It is founded on the principle of good stewardship, by which we mean careful, considered and responsible management of our clients’ funds.
We invest our clients’ money into portfolios, which at Stewart Investors, are made up of the shares of different companies. This investment process is guided by our investment philosophy – a set of guiding rules and principles that our investment team and portfolio managers follow.
Our portfolios are invested in different regions across the world, and grouped geographically into investment strategies. You can find out more about these individual strategies here.
Our investment philosophy
Long-term:
We take a long-term approach, aiming to invest with a minimum ten-year horizon from the point we make an investment.
Positive absolute returns:
For us, investment risk means protecting our clients’ money from permanent loss due to negative returns, rather than how we compare to benchmarks (relative returns).
Bottom-up investing:
On behalf of our clients, we invest in shares of real companies based on their individual strengths, rather than relying on benchmarks or market trends (top-down investing).
Sustainability:
We believe companies delivering positive sustainability outcomes drive investment returns and reduce investment risk.
Quality:
We believe the quality of people, franchise and financials drives long-term returns and reduces risk.
