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Our investment philosophy is based on the conviction that long-term, consistent earnings growth drives long-term investment returns. By identifying high quality companies that can grow earnings faster than the market on a sustainable basis, we will be able to achieve superior returns for our clients. Since our inception, the companies in W.P. Stewart’s U.S. Concentrated Growth portfolio have exhibited faster EPS growth than the S&P 500 Index in nearly all periods. The current compound annual growth for our U.S. Concentrated Growth portfolio companies through 2018 is 14.1% compared to a rate of 6.0% for the companies in the S&P 500 Index. Earnings growth has translated into higher returns, as evidenced by our 16.1% annualized return after fees compared to the S&P 500’s 11.7% return from December 31, 1974 through February 28, 2013. Also central to our philosophy is the belief that compounding wealth requires preserving capital in down markets. The W.P. Stewart U.S. Concentrated Growth Composite (Net) has outperformed the S&P 500 Index by an average of 4.3% per year since inception and, as the graphic shows, we have a compelling record of outperformance during years when the S&P 500 Index is down.

View Top Employees from W.P. Stewart
Revenue $34 million
Employees 20 (9 on RocketReach)
Founded 1975
Address 527 Madison Ave Fl 20, New York City, New York 10022, US
Phone (212) 750-8585
Technologies Chat, Dentrix (view technologies)
Category Financial Services, Finance General, Consulting Services (B2B), Finance, Other Capital Markets/Institutions
SIC SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 523 Companies, 523110, NAICS Code 5231 Companies, NAICS Code 52 Companies, 52311

W.P. Stewart Questions

The W.P. Stewart annual revenue was $34 million in 2023.

Samantha Epstein is the Senior Vice President of W.P. Stewart.

9 people are employed at W.P. Stewart.

W.P. Stewart is based in New York City, New York.

The NAICS codes for W.P. Stewart are [523, 523110, 5231, 52, 52311].

The SIC codes for W.P. Stewart are [62, 621].

Top W.P. Stewart Employees

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