"We call ourselves business perspective investors. Some people might say that we are value managers. What that means to us is when we are buying a stock, we think of it as a piece of a business and understand what the business is worth as a going concern."
Stewart Capital Mid Cap Fund
Stewart Capital invests in people before investing in businesses. Fund manager Malcolm Polley looks for companies run by experienced, talented management teams. Unlike many equity funds, the Fund focuses on a relatively small number of intensively researched companies priced at a discount to the present values of their future cash flows. It is the Fund's policy not to concentrate its investments in any one industry or group of related industries.
350 Fund Managers Interviews - 10-year Annual earnings on 4,600 U.S. companies - 20-quarter Earnings on 3,800 U.S. companies - 3,200 U.S. IPO Prospectuses
- 2,100 Economic data releases from U.S., EU, UK, India, HK and Australia. 10-year Annual reports on 3,500 U.S. companies -
U.S. Earnings Calendar with 4,800 companies - 90,000 10-K reports - 26,000 Global markets news archive - 2,200 Earnings Conference Call Summaries