Stewart AM is an investment advisory company that specializes in high quality, growing businesses. The foundation of Stewart AM’s investment philosophy is a well-developed investment process that employs a long-term fundamental analysis approach to investing, developed by Bill Stewart (W.P Stewart), with average net annual returns of more than 16% after fees over a 38-year history.
Our philosophy is based on the premise that large well-managed businesses that can grow their earning power by an average of 12-15% each year over a period of 5 years or more should generate very favorable returns for their owners when purchased at a reasonable valuation.
After the sale of W.P. Stewart & Co. to AllianceBernstein in 2013, Bill formed WPS Advisors Ltd., a Bermuda company. A group of analysts was assembled to pursue an investment philosophy similar to the one that earned Bill’s clients over 16% a year after fees for the 38 year history of W.P. Stewart and Co. The new business was domesticated to the US in 2017, as Stewart Asset Management, LLC, an SEC Registered Investment Advisor.
Nomura and Alpha Japan came together to offer the UCITS Nomura Alpha Japan Long Short Fund. Nomura provides its operating platform to Alpha Japan and acts as manager of the vehicle. Moreover, Alpha Japan functions as Sub-investment Manager, sharing its expertise in asset management and an outstanding investment process based on: an exhaustive multidimensional analysis of the companies, a profound knowledge of the market and its participants, and local presence with first hand access to relevant information.
Stewart Concentrated US Growth
Concentrated porfolio of quality growth US companies
The strategy’s goal is to generate attractive long-term returns by investing in a concentrated portfolio of quality growth companies (typically hold shares in 15-20 businesses).
Companies are chosen following extensive analysis of their business prospects, industries and management. Specifically, companies must support the likelihood of 12-15% average earnings per share growth for the next 5-7 years.
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C/ Génova, 11 4º Izda.
28004, Madrid. Spain.
Phone: +34 91 441 00 11