W.P. Stewart is a global investment advisor that has provided equity portfolio management services since 1975. As of September 30, 2010, we managed approximately $1.5 billion in assets.

Our goal is to deliver superior, sustainable returns by investing in a concentrated portfolio of high quality and steadily growing businesses. We have preserved and increased the wealth entrusted to us by our clients for more than three decades, outperforming the broader market during 25 out of 26 ten-year periods.

Historically, the firm has focused on investing primarily in U.S. equity securities and has an outstanding 35-year track record. While we retain our focus on U.S. equities as our “flagship” investment offering, our team of eight experienced analysts also applies our singular investment approach to the management of global equity portfolios.

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