Stewart Capital Advisors, LLC (SCA) considers proprietary research to be the foundation of its investment process. Each company being considered undergoes a rigorous review process including analysis of financial statements and competition and interviews with company management.

The portfolio management team debates the merits and the detriments of a business, holding formal discussions on a company’s strengths and weaknesses during weekly meetings of the Investment Policy and Strategy Committee. A company must receive a super majority vote from the team professionals before it is included in a portfolio.