Our style of investing flows from our appreciation of the development and sustaining nature of fundamental business management. We believe it is at the heart of the best in American business. And it follows our basic belief system:

• Risk and return originate from the company, not the overall stock market.
• At reasonable prices, we believe investment risk and potential return are strongly related to company performance.
• Equity markets may be reasonably efficient, but they are not rational. Because they are not rational, we seek to find what we consider good stocks at bargain prices.

Stewart Capital seeks companies with:
 

• High barriers to entry
• High Returns on Invested Capital
• Good growth prospects due to favorable demographics
• Participation in major, long-term trends
• Strong management teams
• A selling price lower than our research tells us it is worth

Our Research

We do the research…first-hand…in-depth…to the point of interviewing management and speaking with experts.

Our disciplined analysts spot opportunities others may miss precisely because we dig for them…in trade journals…in white papers and newly published reports…and among our extensive contacts at ground level in the marketplace.

Our due diligence uncovers undervalued companies, ignored industry sectors, companies at the onset of a promising growth curve, and those businesses performing just outside the gaze of Wall Street. 

We use our in-house resources to gain a thorough understanding of the company, its challenges, its opportunities, and the management structure that we expect will bring steady, reliable results to the picture.