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Willis Owen Research Commentary

Stewart Investors Worldwide Sustainability operates strongly as a global equity fund via some market-leading research and a stable investment team.Although the strategy is reasonably new, launched in November 2012, the core process driving this fund has been around since the 1990s. It is based on extensive company research. Fundamental analysis of companies with a heavy focus on the sustainability of earnings and business models is core to the fund. There is a preference for high-calibre management in franchise companies backed by healthy balance sheets.

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