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March 28, 2015 8:00 PM ET

Capital Markets

Company Overview of W.P. Stewart & Co., Ltd.

Company Overview

WP Stewart & Co., Ltd is a privately owned investment manager. The firm provides its services primarily to high net-worth individuals. It also caters to pension and profit sharing plans, pooled investment vehicles, and endowments and foundations. The firm manages separate client-focused equity portfolios. It also launches and manages equity mutual funds for its clients. The firm invests in public equity markets across the globe. It employs a fundamental analysis to create its portfolios. The firm benchmarks the performance of its equity portfolio against indexes such as S&P 500 and MSCI World Index. It conducts in-house research to make its investments. WP Stewart & Co., Ltd. was founded in ...

527 Madison Avenue

20th Floor

New York, NY 10022

United States

Founded in 1975





Key Executives for W.P. Stewart & Co., Ltd.

Chief Executive Officer
President, Managing Director of Global Investments, Analyst, Portfolio Manager Director and Member of Executive Committee
Founding Partner, Executive Chairman and Member of Executive Committee
Age: 77
Chief Investment Officer, Managing Director, Analyst, Portfolio Manager and Member of Executive Committee
Senior Partner, Analyst and Portfolio Manager
Compensation as of Fiscal Year 2014.

W.P. Stewart & Co., Ltd. Key Developments

WP Stewart & Co. Ltd. Appoints Michael Maquet as Chief Executive Officer, Effective June 10, 2013

WP Stewart & Co. Ltd. announced that Michael Maquet will join the Company as Chief Executive Officer as of June 10, 2013. Mr. Maquet will join the other members of the Company's senior management team, Mark Phelps, President and Managing Director--Global Investments, and James Tierney, Managing Director--Chief Investment Officer of the Company. Mr. Maquet joins W.P. Stewart having spent his career in the financial services industry, most recently at Madison Square Investors (2009-2013), an equity asset management firm, where he served as CEO and President.

WP Stewart & Co. Ltd. Announces Unaudited Consolidated Earnings Results for the Second Half and Full Year Ended December 31, 2012

WP Stewart & Co. Ltd. announced unaudited consolidated earnings results for the second half and full year earnings results for the year ended December 31, 2012. For the second half, revenue was $14.3 million compared to $7.7 million a year ago. Net income was $4.2 million or $0.83 per diluted share compared to net loss of $5.0 million or $1.05 per diluted share a year ago. Income before taxes was $306,553 compared to loss before taxes of $4,925,555 a year ago. For the year, revenue was $22.6 million compared to $16.0 million a year ago. Net income was $2.2 million or $0.43 per diluted share compared to net loss of $8.0 million or $1.64 per diluted share a year ago. Loss before taxes and before loss attributable to non-controlling interest was $2,622,758 compared to $7,836,351 a year ago.

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