- Stewart Asset Management, LLC aims to provide long-term capital appreciation through a concentrated portfolio of U.S. equities. The investment team carefully selects about 20 companies with high-quality recurring earnings, a sound management strategy, and robust financials from a universe of large steadily-growing businesses.
- For the full year 2021 our Flagship portfolio advanced 22.85%, net of fees.
- The S&P 500 Index, our benchmark, appreciated 28.71%.
- For the fourth quarter of 2021, our Flagship advanced 7.74%, and our benchmark was up 11.03%.
For further details see:
Stewart Asset Management Chief Investment Officer Q4 2021 Commentary