• +44 (0) 203 830 8050
  • [email protected]

Who are you handing your money to?

08 Mar, 2024 | Return|

For any investor, there has to be trust in the people you are handing your money to and for the team behind the Responsible AA-rated Stewart Investors Asia Pacific Sustainability fund, this couldn't be more true.

The fund's co-manager, Doug Ledingham, joined us on this week's episode, sharing the value they place on building trust and why 80% of their holdings will have an economic steward who is aligned with their approach to risk, time horizon and is passionate about building a business that will do better. Speaking with Jock Glover, Doug outlines the fantastic opportunities in India and the importance of their bottom up approach. You can find out more about the sustainable development stories of the companies the team invest in using their Portfolio Explorer tool


Don't have time to listen to the full episode, jump to your favourite part:

  • 01:05 - How does your sustainability approach differ?

  • 03:20 - Does this mean that the portfolio is of a higher quality than peers in your universe?

  • 06:15 - Where are the opportunities in Asia today?

  • 08:45 - And what about India?

  • 10:15- How does the team work together?

  • 12:30 - What themes are you running in the portfolio?

  • 16:50 - An interesting statistic for the week.

  • 14:40 - What keeps you up at night?


This podcast was recorded on Wednesday 6th March 2024. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.


The ability to suffer

Is everyone obsessed with getting rich quick? With the 'Magnificent 7' driving a large porti...

Read More >

Approaching ESG

ESG considerations are increasingly seen as a hygiene factor in many investment managers’ decision-...

Read More >

Improving the balance

European equities haven't been massively in favour over recent years, but under the surface ther...

Read More >