EDINBURGH, Scotland, Aug. 15,
2024 /PRNewswire/ -- Stewart Investors, an
active, long-only equity specialist and global leader in
sustainable investing, has launched a Global Emerging Markets
(ex-China) Leaders Sustainability
strategy reflecting increased investor appetite for separating
emerging markets and China
allocations.
The lead manager on the strategy is veteran fund manager
Jack Nelson, who is based in
Edinburgh. Nelson is part of a
13-person investment team with decades of expertise and a strong
track record of investment in emerging markets. The team manages
more than $19 billion globally,
focusing on Asia Pacific, emerging
markets, regional, and worldwide equity strategies.
The new Global Emerging Markets (ex-China) Leaders Sustainability strategy seeks
to identify 25-45 mid- to large-cap companies with quality
management teams. It excludes listed companies in China and companies whose majority of revenue
is derived from China. The
strategy is available as a separate account to institutional
investors in the U.S., Canada, U.K., EMEA, and Asia Pacific regions. The strategy is also
available as a UCITS fund in EMEA and Asia Pacific regions.
"Emerging markets ex-China are
a gathering place for forward-thinking and innovative companies
contributing positively to sustainable development," Nelson said.
"Underpinned by our bottom-up approach to stock picking, we seek to
deliver quality returns by allocating client capital to responsible
stewards who are growing resilient franchises and are benefitting
from the many tailwinds in emerging markets."
Nelson also serves as lead manager of the Global Emerging
Markets Leaders Sustainability (GEMLS) strategy, with $1.4 billion invested on behalf of clients
globally, and is co-manager of the Global Emerging Markets
Sustainability (GEMS) strategy, with $1.7
billion in client assets. GEMS, launched on Feb. 28, 2009, recently marked its 15-year
anniversary, and has generated superior returns vs its benchmark,
the MSCI Emerging Markets Index, across multiple time periods, net
of fees, through June 30, 2024.
Stewart Investors has an investing heritage dating back to 1988.
The team aims to achieve positive social and environmental outcomes
by investing in and proactively engaging with companies that
support positive contributions, such as health and wellbeing,
financial inclusion, reducing waste, water and energy efficiency,
and renewable energy.
The firm's website outlines the team's approach to sustainable
investing and showcases its Portfolio Explorer tool, which
allows easy access to details of the companies held in their
sustainability strategies and explains how these companies are
contributing to sustainable development.
Last year, Stewart Investors received a Morningstar ESG
Commitment Level of Leader, the highest designation in the
assessment by Morningstar Inc., a leading provider of independent
investment research. Stewart Investors is one of only eight asset
managers out of 108 global firms evaluated to receive the Leader
ranking by Morningstar. The designations range from Low to Basic,
Advanced and Leader.
The Morningstar ESG Commitment Level is a qualitative assessment
that aims to help investors identify the asset managers dedicated
to delivering sustainability outcomes. To arrive at the Morningstar
ESG Commitment Level for individual firms, the firm's analysts
evaluate the asset managers on three key pillars: philosophy and
process; resources; and active ownership.
Source: The Morningstar ESG Commitment Level Research Paper
dated Aug. 30, 2023 © 2023 Morningstar, Inc. All rights
reserved. The information contained herein: (1) is proprietary to
Morningstar; (2) may not be copied or distributed; and (3) is not
warranted to be accurate, complete or timely. Neither Morningstar
nor its content providers are responsible for any damages or losses
arising from any use of this information. Past performance is no
guarantee of future results.
About Stewart Investors
Stewart Investors, with more than $19
billion in assets under management as of June 30, 2024, is an active, long-only equity
manager and global leader in sustainable investing. Based in
Edinburgh, the firm also has
offices in London, Singapore, New
York and Sydney. For more
information, visit: www.stewartinvestors.com.
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SOURCE Stewart Investors