One philosophy – two teams
Stewart Investors like small teams. They help to cultivate a sense of belonging, collective ownership and individual responsibility best suited to their style of investing. They have two investment teams:
Both teams share the same investment philosophy, which is based on long-term investing in good-quality companies, but each does things slightly differently when it comes down to the details.
Stewart Investors is part of the First Sentier Investors group but operates with discrete investment autonomy, according to its investment philosophy.
At Stewart Investors there are two teams, St Andrews Partners and the Sustainable Funds Group. Both teams share the same investment philosophy.
St Andrews Partners is an Edinburgh-based team of investors focused on global emerging market equities. They have a long history of investing in emerging market portfolios since 1992.
The Sustainable Funds Group is a small team of passionate investors managing, on behalf of their clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
Our position on harmful and controversial products and services
Stewart Investors Sustainable Funds Group invests in the shares of high quality companies that are well positioned to benefit from and contribute to sustainable development.
We believe that fully incorporating sustainability considerations into our investment process is the best way to protect and grow capital for clients. As an output of our bottom-up investment process, we do not invest in companies with material exposure to harmful products and services, or who fail to discharge their environmental stewardship and human rights responsibilities. Read more here.
Stewardship – it’s one of those financial industry words that means different things to different people. Stewart Investors acknowledge that, but it’s a word that they've been using from the very start and they want to stick with it. But what do they mean by it?
Good stewards are more than good managers. They’re more than good leaders. They’re custodians who understand and carry out their responsibilities with integrity and respect for the people who rely on them and on whom they rely, and for the society around them.
The core investment philosophy has been in place since 1988 and has remained unchanged since then. It is founded on the principle of good stewardship, by which they mean careful, considered and responsible management of clients’ funds.