April 23, 2014 5:02 AM ET

Capital Markets

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

Company Overview

WP Stewart & Co., Ltd is a publicly 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 1...

527 Madison Avenue

20th Floor

New York, NY 10022

United States

Founded in 1975

Phone:

212-750-8585

Fax:

212-980-8039

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

Chief Executive Officer
President
Founding Partner
Age: 76
Chief Investment Officer
Senior Partner
Compensation as of Fiscal Year 2013.

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.

WP Stewart & Co. Ltd. Reports Unaudited Consolidated Earnings Results for the Six Months Ended June 30, 2012

WP Stewart & Co. Ltd. reported unaudited consolidated earnings results for the six months ended June 30, 2012. For the period, the company reported revenue of $8,323,490 compared to $8,302,143 a year ago. Loss before income taxes was $2,929,311 compared to $2,910,801 a year ago. Net loss was $1,984,944 or $0.42 per diluted share compared to $2,959,512 or $0.60 per diluted share a year ago. Net loss net of non-cash income and expenses of $1.9 million or $0.39 per basic and diluted share compared to $0.5 million or $0.10 per basic and diluted share a year ago.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
August 15, 2013
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