ABOUT

Founded in Toronto in 1987, Stuart Investment Management is one of Canada’s premier investment management firms and one of the few remaining independently owned money managers. We manage money for private individuals and their families, non-profit groups and pension plans. We follow a disciplined and conservative approach to investing with a clear focus on the long term.

Stuart Investment Management is dedicated to achieving steady and growing returns adjusted for the risk tolerance for each of our clients.

Our firm’s logo, the oak tree, symbolizes strength, growth, permanence and rejuvenation. Our close-knit team of portfolio managers hold a deep-rooted philosophy that prudent, disciplined and patient investment management in fair and foul markets alike ultimately results in superior returns.

We want you to know that the legacy you’ve worked so hard to build is in the best possible hands. We make all of our investment decisions based on careful fundamental analysis and a detailed analysis of the financial statements. Our expertise in foreign markets coupled with our knowledge of the global credit markets enables us to think outside of the box and spot investment opportunities and trends early.
One of our key maxims is forever to guard against “marrying a stock” because of its past success, current popularity, or its grand old name. We see little wisdom in continuing to hold stocks whose future prospects have predictably dimmed.

Unlike perennials, very few equities can simply be planted in portfolios and left to bloom eternally without care, supervision and occasional pruning. To earmark some stocks as candidates for sale and select others for longer holds requires constant reappraisal of the relative value of each issue in every portfolio against market conditions in general, and against possibly other more attractive replacements in particular.

Stuart Investment Management Limited is a member of the Investment Industry Regulatory Organization of Canada (”IIROC”) and is also a member of the Canadian Investor Protection Fund (”CIPF”) which provides protection for its clients’ assets up to an aggregate of $1,000,000 per client for all general accounts and up to an aggregate of $1,000,000 for all of the clients’ retirement accounts held by Stuart Investment Management Limited.